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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 | $10,229 | $43,749-76.6% | $158,223-93.5% | $65,306-84.3% |
| Participation rate | 82.7% | 56.9%+25.8pp | 79.2%+3.5pp | 57.7%+25.0pp |
| Annual return | 12.54% | 19.41%-6.9pp | 52.09%-39.5pp | 21.94%-9.4pp |
| Employer contribution / active EE | $1,495 | $1,497-0.2% | $4,109-63.6% | $1,967-24.0% |
| Participant deferral / active EE | $339 | $2,019-83.2% | $5,467-93.8% | $2,959-88.6% |
| Admin fee / account holder | $2,451 | $1,930+27.0% | $16,047-84.7% | $3,480-29.6% |