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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 | $6,554 | $138,312-95.3% | $122,979-94.7% | $155,188-95.8% |
| Participation rate | 88.2% | 80.2%+8.0pp | 77.2%+11.0pp | 80.8%+7.4pp |
| Annual return | 18.28% | 22.06%-3.8pp | 20.12%-1.8pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,398 | $3,530-60.4% | $3,062-54.4% | $4,248-67.1% |
| Participant deferral / active EE | $1,487 | $5,592-73.4% | $5,003-70.3% | $6,531-77.2% |
| Admin fee / account holder | $669 | $15,089-95.6% | $12,864-94.8% | $14,480-95.4% |