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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 | $6,633 | $106,524-93.8% | $152,301-95.6% | $87,485-92.4% |
| Participation rate | 94.6% | 75.8%+18.9pp | 82.4%+12.2pp | 68.9%+25.7pp |
| Annual return | 25.82% | 26.89%-1.1pp | 80.50%-54.7pp | 26.06%-0.2pp |
| Employer contribution / active EE | $693 | $3,371-79.4% | $4,624-85.0% | $2,596-73.3% |
| Participant deferral / active EE | $1,273 | $6,525-80.5% | $8,004-84.1% | $4,274-70.2% |
| Admin fee / account holder | $1,053 | $8,287-87.3% | $14,398-92.7% | $7,775-86.5% |