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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 | $145,431-96.1% | $211,142-97.3% | $87,485-93.5% |
| Participation rate | 96.4% | 84.7%+11.7pp | 87.3%+9.1pp | 68.9%+27.5pp |
| Annual return | 23.47% | 27.21%-3.7pp | 46.84%-23.4pp | 26.06%-2.6pp |
| Employer contribution / active EE | $1,570 | $4,662-66.3% | $6,442-75.6% | $2,596-39.5% |
| Participant deferral / active EE | $2,583 | $6,859-62.3% | $9,284-72.2% | $4,274-39.6% |
| Admin fee / account holder | $1,050 | $17,052-93.8% | $19,076-94.5% | $7,775-86.5% |