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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 | $81,457-93.6% | $103,378-94.9% | $80,911-93.5% |
| Participation rate | 74.4% | 66.8%+7.6pp | 74.5%-0.1pp | 67.6%+6.8pp |
| Annual return | 30.57% | 25.58%+5.0pp | 24.91%+5.7pp | 35.63%-5.1pp |
| Employer contribution / active EE | $6,952 | $3,107+123.7% | $3,870+79.6% | $2,756+152.3% |
| Participant deferral / active EE | $234 | $3,871-93.9% | $5,058-95.4% | $4,297-94.5% |
| Admin fee / account holder | $3,698 | $6,717-44.9% | $8,401-56.0% | $6,935-46.7% |