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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 | $7,371 | $106,749-93.1% | $145,433-94.9% | $82,448-91.1% |
| Participation rate | 80.6% | 75.6%+5.0pp | 82.1%-1.5pp | 68.1%+12.6pp |
| Annual return | 24.78% | 27.59%-2.8pp | 66.58%-41.8pp | 41.64%-16.9pp |
| Employer contribution / active EE | $1,611 | $3,444-53.2% | $4,554-64.6% | $2,551-36.9% |
| Participant deferral / active EE | $2,287 | $6,519-64.9% | $7,897-71.0% | $4,139-44.8% |
| Admin fee / account holder | $863 | $8,390-89.7% | $13,129-93.4% | $7,234-88.1% |