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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 | $9,643 | $77,816-87.6% | $123,552-92.2% | $64,173-85.0% |
| Participation rate | 87.0% | 74.7%+12.2pp | 82.3%+4.7pp | 69.6%+17.4pp |
| Annual return | 29.71% | 12.49%+17.2pp | 119.20%-89.5pp | 7.63%+22.1pp |
| Employer contribution / active EE | $2,937 | $3,014-2.6% | $4,628-36.5% | $2,381+23.4% |
| Participant deferral / active EE | $1,499 | $5,240-71.4% | $6,426-76.7% | $3,470-56.8% |
| Admin fee / account holder | $6,310 | $5,519+14.3% | $9,285-32.0% | $4,887+29.1% |