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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 | $16,609 | $108,825-84.7% | $156,181-89.4% | $82,448-79.9% |
| Participation rate | 77.3% | 72.4%+5.0pp | 78.8%-1.5pp | 68.1%+9.3pp |
| Annual return | 16.24% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,363 | $2,870-52.5% | $4,294-68.3% | $2,551-46.6% |
| Participant deferral / active EE | $1,832 | $4,577-60.0% | $6,132-70.1% | $4,139-55.7% |
| Admin fee / account holder | $1,250 | $9,341-86.6% | $14,586-91.4% | $7,234-82.7% |