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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 | $4,336 | $69,444-93.8% | $92,985-95.3% | $87,485-95.0% |
| Participation rate | 89.5% | 63.3%+26.2pp | 69.5%+20.0pp | 68.9%+20.5pp |
| Annual return | 20.67% | 23.85%-3.2pp | 27.99%-7.3pp | 26.06%-5.4pp |
| Employer contribution / active EE | $580 | $1,917-69.8% | $2,662-78.2% | $2,596-77.7% |
| Participant deferral / active EE | $1,076 | $3,364-68.0% | $4,377-75.4% | $4,274-74.8% |
| Admin fee / account holder | $338 | $6,137-94.5% | $9,463-96.4% | $7,775-95.7% |