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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 | $7,473 | $106,524-93.0% | $152,301-95.1% | $87,485-91.5% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.4%+13.8pp | 68.9%+27.4pp |
| Annual return | 18.75% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,457 | $3,371-56.8% | $4,624-68.5% | $2,596-43.9% |
| Participant deferral / active EE | $2,152 | $6,525-67.0% | $8,004-73.1% | $4,274-49.6% |
| Admin fee / account holder | $1,515 | $8,287-81.7% | $14,398-89.5% | $7,775-80.5% |