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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 | $6,405 | $143,969-95.6% | $199,883-96.8% | $82,637-92.2% |
| Participation rate | 90.7% | 84.1%+6.6pp | 86.8%+3.9pp | 68.1%+22.6pp |
| Annual return | 26.60% | 25.67%+0.9pp | 43.81%-17.2pp | 53.51%-26.9pp |
| Employer contribution / active EE | $1,744 | $4,632-62.4% | $6,261-72.1% | $2,552-31.7% |
| Participant deferral / active EE | $2,368 | $6,937-65.9% | $9,138-74.1% | $4,126-42.6% |
| Admin fee / account holder | $2,199 | $14,597-84.9% | $17,268-87.3% | $7,339-70.0% |