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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 | $5,386 | $57,590-90.6% | $86,233-93.8% | $82,448-93.5% |
| Participation rate | 93.3% | 57.9%+35.5pp | 69.0%+24.3pp | 68.1%+25.3pp |
| Annual return | 27.42% | 22.41%+5.0pp | 61.39%-34.0pp | 41.64%-14.2pp |
| Employer contribution / active EE | $4,188 | $1,655+153.0% | $2,504+67.2% | $2,551+64.2% |
| Participant deferral / active EE | $123 | $3,080-96.0% | $4,559-97.3% | $4,139-97.0% |
| Admin fee / account holder | $496 | $4,730-89.5% | $8,342-94.1% | $7,234-93.1% |