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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 | $13,904 | $84,236-83.5% | $170,435-91.8% | $70,126-80.2% |
| Participation rate | 90.4% | 70.8%+19.6pp | 83.6%+6.8pp | 69.5%+20.8pp |
| Annual return | 15.06% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,455 | $3,387-57.0% | $5,432-73.2% | $2,343-37.9% |
| Participant deferral / active EE | $429 | $3,086-86.1% | $4,939-91.3% | $3,332-87.1% |
| Admin fee / account holder | $1,320 | $5,698-76.8% | $13,881-90.5% | $4,645-71.6% |