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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 | $106,864-95.1% | $147,318-96.4% | $82,637-93.6% |
| Participation rate | 89.7% | 75.5%+14.1pp | 82.1%+7.6pp | 68.1%+21.6pp |
| Annual return | 20.87% | 27.49%-6.6pp | 70.43%-49.6pp | 53.51%-32.6pp |
| Employer contribution / active EE | $1,191 | $3,417-65.1% | $4,593-74.1% | $2,552-53.3% |
| Participant deferral / active EE | $1,517 | $6,496-76.7% | $7,906-80.8% | $4,126-63.2% |
| Admin fee / account holder | $598 | $8,415-92.9% | $13,708-95.6% | $7,339-91.8% |