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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 | $16,285 | $58,655-72.2% | $91,994-82.3% | $65,185-75.0% |
| Participation rate | 75.2% | 75.3%-0.1pp | 78.6%-3.4pp | 70.2%+5.0pp |
| Annual return | 68.58% | 33.92%+34.7pp | 69.04%-0.5pp | 29.38%+39.2pp |
| Employer contribution / active EE | $1,367 | $2,080-34.3% | $3,453-60.4% | $2,177-37.2% |
| Participant deferral / active EE | $2,378 | $5,474-56.6% | $5,924-59.9% | $3,514-32.3% |
| Admin fee / account holder | $3,386 | $434+679.9% | $7,744-56.3% | $847+299.7% |