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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 | $13,983 | $57,352-75.6% | $83,830-83.3% | $64,173-78.2% |
| Participation rate | 91.2% | 68.6%+22.6pp | 76.1%+15.0pp | 69.6%+21.6pp |
| Annual return | 7.36% | 11.38%-4.0pp | 850.97%-843.6pp | 7.63%-0.3pp |
| Employer contribution / active EE | $1,965 | $2,546-22.8% | $3,631-45.9% | $2,381-17.5% |
| Participant deferral / active EE | $892 | $2,993-70.2% | $4,082-78.2% | $3,470-74.3% |
| Admin fee / account holder | $953 | $4,046-76.5% | $5,479-82.6% | $4,887-80.5% |