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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,804 | $106,524-91.7% | $152,301-94.2% | $87,485-89.9% |
| Participation rate | 85.7% | 75.8%+10.0pp | 82.4%+3.3pp | 68.9%+16.8pp |
| Annual return | 21.17% | 26.89%-5.7pp | 80.50%-59.3pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,269 | $3,371-62.4% | $4,624-72.6% | $2,596-51.1% |
| Participant deferral / active EE | $2,278 | $6,525-65.1% | $8,004-71.5% | $4,274-46.7% |
| Admin fee / account holder | $875 | $8,287-89.4% | $14,398-93.9% | $7,775-88.7% |