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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 | $5,224 | $81,504-93.6% | $102,437-94.9% | $80,959-93.5% |
| Participation rate | 74.4% | 66.9%+7.6pp | 74.5%-0.1pp | 67.7%+6.8pp |
| Annual return | 30.57% | 25.60%+5.0pp | 24.95%+5.6pp | 35.67%-5.1pp |
| Employer contribution / active EE | $6,952 | $3,104+124.0% | $3,871+79.6% | $2,757+152.1% |
| Participant deferral / active EE | $234 | $3,871-93.9% | $5,060-95.4% | $4,300-94.6% |
| Admin fee / account holder | $3,698 | $6,719-45.0% | $8,388-55.9% | $6,925-46.6% |