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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 | $6,488 | $76,564-91.5% | $105,582-93.9% | $94,015-93.1% |
| Participation rate | 80.7% | 65.2%+15.5pp | 71.8%+8.9pp | 70.8%+9.9pp |
| Annual return | 21.28% | 20.69%+0.6pp | 18.61%+2.7pp | 17.84%+3.4pp |
| Employer contribution / active EE | $864 | $1,995-56.7% | $2,984-71.1% | $2,790-69.0% |
| Participant deferral / active EE | $910 | $3,320-72.6% | $4,353-79.1% | $4,249-78.6% |
| Admin fee / account holder | $738 | $7,129-89.6% | $12,856-94.3% | $8,951-91.8% |