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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 | $12,820 | $105,284-87.8% | $150,734-91.5% | $94,015-86.4% |
| Participation rate | 92.6% | 71.7%+20.9pp | 78.4%+14.2pp | 70.8%+21.8pp |
| Annual return | 18.30% | 15.67%+2.6pp | 600.81%-582.5pp | 17.84%+0.5pp |
| Employer contribution / active EE | $1,051 | $3,599-70.8% | $4,918-78.6% | $2,790-62.3% |
| Participant deferral / active EE | $1,844 | $4,274-56.8% | $5,610-67.1% | $4,249-56.6% |
| Admin fee / account holder | $1,565 | $9,839-84.1% | $14,905-89.5% | $8,951-82.5% |