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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 | $81,446-93.6% | $103,374-94.9% | $80,874-93.5% |
| Participation rate | 74.4% | 66.9%+7.6pp | 74.5%-0.1pp | 67.6%+6.8pp |
| Annual return | 30.57% | 25.57%+5.0pp | 24.89%+5.7pp | 35.62%-5.0pp |
| Employer contribution / active EE | $6,952 | $3,107+123.7% | $3,869+79.7% | $2,756+152.3% |
| Participant deferral / active EE | $234 | $3,870-93.9% | $5,058-95.4% | $4,297-94.5% |
| Admin fee / account holder | $3,698 | $6,715-44.9% | $8,394-55.9% | $6,935-46.7% |