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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 | $24,417 | $176,838-86.2% | $146,685-83.4% | $167,518-85.4% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 10.84% | 24.04%-13.2pp | 22.75%-11.9pp | 478.71%-467.9pp |
| Employer contribution / active EE | $1,088 | $5,161-78.9% | $4,137-73.7% | $4,838-77.5% |
| Participant deferral / active EE | $1,368 | $6,441-78.8% | $5,507-75.2% | $6,342-78.4% |
| Admin fee / account holder | $5,706 | $13,262-57.0% | $10,281-44.5% | $12,312-53.7% |