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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 | $5,120 | $106,524-95.2% | $152,301-96.6% | $87,485-94.1% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.4%+11.3pp | 68.9%+24.8pp |
| Annual return | 28.17% | 26.89%+1.3pp | 80.50%-52.3pp | 26.06%+2.1pp |
| Employer contribution / active EE | $1,779 | $3,371-47.2% | $4,624-61.5% | $2,596-31.5% |
| Participant deferral / active EE | $1,846 | $6,525-71.7% | $8,004-76.9% | $4,274-56.8% |
| Admin fee / account holder | $453 | $8,287-94.5% | $14,398-96.9% | $7,775-94.2% |