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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 | $93,598-93.2% | $135,974-95.3% | $75,173-91.5% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 25.51% | 30.89%-5.4pp | 68.30%-42.8pp | 160.72%-135.2pp |
| Employer contribution / active EE | $1,254 | $3,538-64.6% | $4,859-74.2% | $2,671-53.0% |
| Participant deferral / active EE | $1,411 | $6,405-78.0% | $7,760-81.8% | $4,126-65.8% |
| Admin fee / account holder | $419 | $6,978-94.0% | $10,767-96.1% | $5,651-92.6% |