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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 | $19,241 | $109,359-82.4% | $162,185-88.1% | $72,976-73.6% |
| Participation rate | 78.3% | 84.3%-5.9pp | 87.6%-9.2pp | 69.5%+8.8pp |
| Annual return | 22.25% | 25.46%-3.2pp | 115.61%-93.4pp | 81.02%-58.8pp |
| Employer contribution / active EE | $1,338 | $3,907-65.7% | $5,613-76.2% | $2,440-45.2% |
| Participant deferral / active EE | $2,260 | $5,481-58.8% | $7,297-69.0% | $3,608-37.4% |
| Admin fee / account holder | $452 | $7,972-94.3% | $10,844-95.8% | $5,124-91.2% |