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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 | $7,115 | $56,894-87.5% | $84,753-91.6% | $62,881-88.7% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 7.54% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,747 | $2,400+56.1% | $3,574+4.8% | $2,281+64.3% |
| Participant deferral / active EE | $212 | $2,709-92.2% | $3,712-94.3% | $3,203-93.4% |
| Admin fee / account holder | $934 | $3,581-73.9% | $5,333-82.5% | $4,296-78.3% |