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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 | $5,280 | $106,749-95.1% | $145,433-96.4% | $82,448-93.6% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 20.87% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,191 | $3,444-65.4% | $4,554-73.9% | $2,551-53.3% |
| Participant deferral / active EE | $1,517 | $6,519-76.7% | $7,897-80.8% | $4,139-63.4% |
| Admin fee / account holder | $598 | $8,390-92.9% | $13,129-95.4% | $7,234-91.7% |