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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 | $17,240 | $108,825-84.2% | $156,181-89.0% | $82,448-79.1% |
| Participation rate | 76.3% | 72.4%+3.9pp | 78.8%-2.5pp | 68.1%+8.2pp |
| Annual return | 14.22% | 20.59%-6.4pp | 64.87%-50.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,421 | $2,870-50.5% | $4,294-66.9% | $2,551-44.3% |
| Participant deferral / active EE | $1,159 | $4,577-74.7% | $6,132-81.1% | $4,139-72.0% |
| Admin fee / account holder | $42,404 | $9,341+354.0% | $14,586+190.7% | $7,234+486.1% |