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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 | $5,649 | $99,875-94.3% | $146,866-96.2% | $86,983-93.5% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.5%+4.5pp | 69.5%+17.5pp |
| Annual return | 17.82% | 28.10%-10.3pp | 102.85%-85.0pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,291 | $3,224-60.0% | $4,425-70.8% | $2,584-50.0% |
| Participant deferral / active EE | $1,575 | $6,322-75.1% | $7,759-79.7% | $4,194-62.5% |
| Admin fee / account holder | $2,058 | $7,838-73.7% | $13,620-84.9% | $7,856-73.8% |