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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 | $8,119 | $77,358-89.5% | $102,184-92.1% | $87,485-90.7% |
| Participation rate | 87.5% | 78.7%+8.8pp | 82.6%+4.9pp | 68.9%+18.6pp |
| Annual return | 24.84% | 41.11%-16.3pp | 31.58%-6.7pp | 26.06%-1.2pp |
| Employer contribution / active EE | $1,708 | $2,562-33.3% | $3,594-52.5% | $2,596-34.2% |
| Participant deferral / active EE | $2,516 | $6,753-62.7% | $8,309-69.7% | $4,274-41.1% |
| Admin fee / account holder | $520 | $6,809-92.4% | $11,609-95.5% | $7,775-93.3% |