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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 | $7,280 | $93,589-92.2% | $135,942-94.6% | $75,181-90.3% |
| Participation rate | 86.1% | 75.2%+10.9pp | 81.9%+4.2pp | 67.2%+18.9pp |
| Annual return | 18.17% | 30.90%-12.7pp | 68.28%-50.1pp | 160.69%-142.5pp |
| Employer contribution / active EE | $1,181 | $3,537-66.6% | $4,858-75.7% | $2,671-55.8% |
| Participant deferral / active EE | $1,818 | $6,405-71.6% | $7,759-76.6% | $4,126-55.9% |
| Admin fee / account holder | $1,857 | $6,977-73.4% | $10,764-82.7% | $5,650-67.1% |