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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 | $78,520-89.7% | $96,576-91.6% | $82,448-90.2% |
| Participation rate | 87.5% | 77.7%+9.8pp | 81.4%+6.1pp | 68.1%+19.4pp |
| Annual return | 24.84% | 41.30%-16.5pp | 38.47%-13.6pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,708 | $2,630-35.0% | $3,553-51.9% | $2,551-33.0% |
| Participant deferral / active EE | $2,516 | $6,754-62.7% | $7,956-68.4% | $4,139-39.2% |
| Admin fee / account holder | $520 | $13,455-96.1% | $11,381-95.4% | $7,234-92.8% |