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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 | $6,763 | $80,983-91.6% | $96,544-93.0% | $75,177-91.0% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 20.06% | 27.05%-7.0pp | 25.88%-5.8pp | 160.75%-140.7pp |
| Employer contribution / active EE | $973 | $2,282-57.4% | $2,966-67.2% | $2,671-63.6% |
| Participant deferral / active EE | $1,533 | $3,929-61.0% | $4,851-68.4% | $4,126-62.8% |
| Admin fee / account holder | $894 | $6,717-86.7% | $8,254-89.2% | $5,651-84.2% |