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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 | $3,871 | $106,864-96.4% | $147,318-97.4% | $82,637-95.3% |
| Participation rate | 77.4% | 75.5%+1.9pp | 82.1%-4.6pp | 68.1%+9.4pp |
| Annual return | 17.53% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,270 | $3,417-62.8% | $4,593-72.3% | $2,552-50.2% |
| Participant deferral / active EE | $1,591 | $6,496-75.5% | $7,906-79.9% | $4,126-61.4% |
| Admin fee / account holder | $1,723 | $8,415-79.5% | $13,708-87.4% | $7,339-76.5% |