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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 | $19,714 | $106,749-81.5% | $145,433-86.4% | $82,448-76.1% |
| Participation rate | 91.9% | 75.6%+16.3pp | 82.1%+9.8pp | 68.1%+23.9pp |
| Annual return | 15.08% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,290 | $3,444-62.5% | $4,554-71.7% | $2,551-49.4% |
| Participant deferral / active EE | $2,412 | $6,519-63.0% | $7,897-69.5% | $4,139-41.7% |
| Admin fee / account holder | $1,198 | $8,390-85.7% | $13,129-90.9% | $7,234-83.4% |