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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 | $5,008 | $69,137-92.8% | $182,153-97.3% | $94,015-94.7% |
| Participation rate | 78.7% | 59.6%+19.1pp | 65.7%+13.0pp | 70.8%+7.9pp |
| Annual return | 20.65% | 21.34%-0.7pp | 35.04%-14.4pp | 17.84%+2.8pp |
| Employer contribution / active EE | $841 | $2,152-60.9% | $2,593-67.6% | $2,790-69.9% |
| Participant deferral / active EE | $801 | $2,665-69.9% | $3,776-78.8% | $4,249-81.1% |
| Admin fee / account holder | $981 | $11,615-91.6% | $9,477-89.6% | $8,951-89.0% |