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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 | $8,568 | $106,749-92.0% | $145,433-94.1% | $82,448-89.6% |
| Participation rate | 92.2% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.1pp |
| Annual return | 17.92% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,158 | $3,444-66.4% | $4,554-74.6% | $2,551-54.6% |
| Participant deferral / active EE | $1,871 | $6,519-71.3% | $7,897-76.3% | $4,139-54.8% |
| Admin fee / account holder | $1,254 | $8,390-85.1% | $13,129-90.4% | $7,234-82.7% |