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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 | $10,318 | $139,948-92.6% | $121,663-91.5% | $154,746-93.3% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 18.50% | 230.52%-212.0pp | 147.54%-129.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,255 | $3,521-64.4% | $3,020-58.5% | $4,379-71.4% |
| Participant deferral / active EE | $1,484 | $5,629-73.6% | $4,887-69.6% | $6,730-77.9% |
| Admin fee / account holder | $994 | $17,321-94.3% | $14,289-93.0% | $14,365-93.1% |