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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 | $13,551 | $84,236-83.9% | $170,435-92.0% | $70,126-80.7% |
| Participation rate | 72.2% | 70.8%+1.4pp | 83.6%-11.4pp | 69.5%+2.7pp |
| Annual return | 16.38% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,442 | $3,387-57.4% | $5,432-73.5% | $2,343-38.5% |
| Participant deferral / active EE | $451 | $3,086-85.4% | $4,939-90.9% | $3,332-86.5% |
| Admin fee / account holder | $888 | $5,698-84.4% | $13,881-93.6% | $4,645-80.9% |