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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 | $6,591 | $86,949-92.4% | $102,460-93.6% | $80,959-91.9% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.7%+8.3pp |
| Annual return | 15.03% | 18.89%-3.9pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,250 | $2,370-47.3% | $3,025-58.7% | $2,757-54.7% |
| Participant deferral / active EE | $1,688 | $4,121-59.0% | $5,056-66.6% | $4,300-60.7% |
| Admin fee / account holder | $924 | $8,048-88.5% | $9,460-90.2% | $6,925-86.7% |