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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 | $5,700 | $86,949-93.4% | $102,460-94.4% | $80,959-93.0% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.7%+29.0pp |
| Annual return | 13.56% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,120 | $2,370-52.8% | $3,025-63.0% | $2,757-59.4% |
| Participant deferral / active EE | $1,732 | $4,121-58.0% | $5,056-65.7% | $4,300-59.7% |
| Admin fee / account holder | $1,923 | $8,048-76.1% | $9,460-79.7% | $6,925-72.2% |