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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 | $106,864-81.6% | $147,318-86.6% | $82,637-76.1% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 15.08% | 27.49%-12.4pp | 70.43%-55.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,290 | $3,417-62.2% | $4,593-71.9% | $2,552-49.4% |
| Participant deferral / active EE | $2,412 | $6,496-62.9% | $7,906-69.5% | $4,126-41.5% |
| Admin fee / account holder | $1,198 | $8,415-85.8% | $13,708-91.3% | $7,339-83.7% |