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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 | $71,353-88.6% | $92,805-91.3% | $86,983-90.7% |
| Participation rate | 87.5% | 80.9%+6.6pp | 83.5%+4.0pp | 69.5%+18.0pp |
| Annual return | 24.84% | 44.68%-19.8pp | 31.59%-6.8pp | 25.83%-1.0pp |
| Employer contribution / active EE | $1,708 | $2,468-30.8% | $3,424-50.1% | $2,584-33.9% |
| Participant deferral / active EE | $2,516 | $6,966-63.9% | $8,448-70.2% | $4,194-40.0% |
| Admin fee / account holder | $520 | $6,099-91.5% | $10,911-95.2% | $7,856-93.4% |