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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 | $11,113 | $106,247-89.5% | $96,515-88.5% | $139,466-92.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 15.06% | 38.47%-23.4pp | 35.73%-20.7pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,079 | $4,106-73.7% | $3,740-71.1% | $4,754-77.3% |
| Participant deferral / active EE | $1,310 | $5,456-76.0% | $4,880-73.1% | $6,712-80.5% |
| Admin fee / account holder | $2,594 | $7,885-67.1% | $6,735-61.5% | $11,409-77.3% |