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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 | $6,411 | $86,919-92.6% | $102,457-93.7% | $80,911-92.1% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 21.83% | 18.90%+2.9pp | 29.41%-7.6pp | 35.63%-13.8pp |
| Employer contribution / active EE | $1,117 | $2,368-52.8% | $3,022-63.0% | $2,756-59.5% |
| Participant deferral / active EE | $1,254 | $4,119-69.6% | $5,054-75.2% | $4,297-70.8% |
| Admin fee / account holder | $518 | $8,049-93.6% | $9,451-94.5% | $6,935-92.5% |