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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 | $13,419 | $67,602-80.1% | $82,312-83.7% | $70,126-80.9% |
| Participation rate | 87.0% | 72.8%+14.3pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 41.06% | 21.57%+19.5pp | 25.88%+15.2pp | 73.15%-32.1pp |
| Employer contribution / active EE | $489 | $1,755-72.2% | $2,428-79.9% | $2,343-79.1% |
| Participant deferral / active EE | $1,132 | $2,987-62.1% | $3,706-69.5% | $3,332-66.0% |
| Admin fee / account holder | $545 | $4,512-87.9% | $5,608-90.3% | $4,645-88.3% |