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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 | $13,027 | $103,966-87.5% | $112,923-88.5% | $75,177-82.7% |
| Participation rate | 84.6% | 75.7%+8.9pp | 80.5%+4.1pp | 67.2%+17.4pp |
| Annual return | 18.25% | 24.54%-6.3pp | 34.13%-15.9pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,142 | $3,870-70.5% | $4,570-75.0% | $2,671-57.2% |
| Participant deferral / active EE | $1,665 | $5,456-69.5% | $6,520-74.5% | $4,126-59.7% |
| Admin fee / account holder | $1,104 | $7,663-85.6% | $7,046-84.3% | $5,651-80.5% |