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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 | $5,853 | $107,421-94.6% | $182,262-96.8% | $94,015-93.8% |
| Participation rate | 78.4% | 77.8%+0.6pp | 84.2%-5.8pp | 70.8%+7.6pp |
| Annual return | 21.58% | 21.32%+0.3pp | 140.60%-119.0pp | 17.84%+3.7pp |
| Employer contribution / active EE | $1,521 | $3,448-55.9% | $5,046-69.9% | $2,790-45.5% |
| Participant deferral / active EE | $2,209 | $6,558-66.3% | $8,276-73.3% | $4,249-48.0% |
| Admin fee / account holder | $581 | $8,692-93.3% | $16,712-96.5% | $8,951-93.5% |