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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 | $25,564 | $78,707-67.5% | $117,861-78.3% | $70,126-63.5% |
| Participation rate | 81.3% | 73.2%+8.1pp | 79.7%+1.6pp | 69.5%+11.7pp |
| Annual return | 12.89% | 23.30%-10.4pp | 335.11%-322.2pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,812 | $2,223-18.5% | $3,786-52.1% | $2,343-22.6% |
| Participant deferral / active EE | $863 | $3,297-73.8% | $4,482-80.7% | $3,332-74.1% |
| Admin fee / account holder | $2,907 | $5,066-42.6% | $8,021-63.8% | $4,645-37.4% |