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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 | $106,749-94.5% | $145,433-96.0% | $82,448-92.9% |
| Participation rate | 78.4% | 75.6%+2.7pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 21.58% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,521 | $3,444-55.8% | $4,554-66.6% | $2,551-40.4% |
| Participant deferral / active EE | $2,209 | $6,519-66.1% | $7,897-72.0% | $4,139-46.6% |
| Admin fee / account holder | $581 | $8,390-93.1% | $13,129-95.6% | $7,234-92.0% |