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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 | $6,059 | $89,515-93.2% | $103,486-94.1% | $80,935-92.5% |
| Participation rate | 70.6% | 76.0%-5.4pp | 80.5%-10.0pp | 67.7%+2.9pp |
| Annual return | 11.53% | 22.82%-11.3pp | 23.93%-12.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,169 | $4,015-70.9% | $4,679-75.0% | $2,757-57.6% |
| Participant deferral / active EE | $1,550 | $5,463-71.6% | $6,628-76.6% | $4,299-64.0% |
| Admin fee / account holder | $1,712 | $6,527-73.8% | $9,354-81.7% | $6,924-75.3% |