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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 | $106,864-91.8% | $147,318-94.0% | $82,637-89.3% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.1%+3.6pp | 68.1%+17.7pp |
| Annual return | 21.17% | 27.49%-6.3pp | 70.43%-49.3pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,269 | $3,417-62.9% | $4,593-72.4% | $2,552-50.3% |
| Participant deferral / active EE | $2,278 | $6,496-64.9% | $7,906-71.2% | $4,126-44.8% |
| Admin fee / account holder | $875 | $8,415-89.6% | $13,708-93.6% | $7,339-88.1% |