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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 | $146,267-96.1% | $197,124-97.1% | $82,448-93.1% |
| Participation rate | 96.4% | 84.0%+12.4pp | 86.7%+9.7pp | 68.1%+28.4pp |
| Annual return | 23.47% | 29.61%-6.1pp | 44.34%-20.9pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,570 | $4,723-66.8% | $6,227-74.8% | $2,551-38.5% |
| Participant deferral / active EE | $2,583 | $7,035-63.3% | $9,135-71.7% | $4,139-37.6% |
| Admin fee / account holder | $1,050 | $14,422-92.7% | $16,298-93.6% | $7,234-85.5% |