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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 | $6,553 | $147,556-95.6% | $129,031-94.9% | $198,609-96.7% |
| Participation rate | 75.0% | 77.2%-2.2pp | 73.4%+1.6pp | 82.4%-7.4pp |
| Annual return | 22.77% | 37.41%-14.6pp | 34.67%-11.9pp | 202.70%-179.9pp |
| Employer contribution / active EE | $1,054 | $3,645-71.1% | $3,226-67.3% | $5,055-79.2% |
| Participant deferral / active EE | $1,203 | $5,760-79.1% | $5,217-77.0% | $6,977-82.8% |
| Admin fee / account holder | $530 | $15,467-96.6% | $13,208-96.0% | $19,030-97.2% |