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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 | $7,547 | $81,487-90.7% | $102,412-92.6% | $80,935-90.7% |
| Participation rate | 91.1% | 66.8%+24.3pp | 74.5%+16.6pp | 67.7%+23.4pp |
| Annual return | 22.14% | 25.60%-3.5pp | 24.94%-2.8pp | 35.66%-13.5pp |
| Employer contribution / active EE | $2,086 | $3,103-32.8% | $3,870-46.1% | $2,757-24.3% |
| Participant deferral / active EE | $467 | $3,871-87.9% | $5,060-90.8% | $4,299-89.1% |
| Admin fee / account holder | $4,412 | $6,717-34.3% | $8,388-47.4% | $6,924-36.3% |