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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 | $5,713 | $149,446-96.2% | $256,809-97.8% | $94,015-93.9% |
| Participation rate | 96.4% | 85.3%+11.1pp | 88.5%+7.9pp | 70.8%+25.6pp |
| Annual return | 23.47% | 17.55%+5.9pp | 32.73%-9.3pp | 17.84%+5.6pp |
| Employer contribution / active EE | $1,570 | $4,596-65.8% | $7,263-78.4% | $2,790-43.7% |
| Participant deferral / active EE | $2,583 | $6,491-60.2% | $9,520-72.9% | $4,249-39.2% |
| Admin fee / account holder | $1,050 | $24,035-95.6% | $25,146-95.8% | $8,951-88.3% |