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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 | $3,800 | $106,749-96.4% | $145,433-97.4% | $82,448-95.4% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 22.64% | 27.59%-5.0pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,422 | $3,444-58.7% | $4,554-68.8% | $2,551-44.2% |
| Participant deferral / active EE | $2,060 | $6,519-68.4% | $7,897-73.9% | $4,139-50.2% |
| Admin fee / account holder | $1,485 | $8,390-82.3% | $13,129-88.7% | $7,234-79.5% |