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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 | $8,780 | $106,524-91.8% | $152,301-94.2% | $87,485-90.0% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.4%+0.9pp | 68.9%+14.4pp |
| Annual return | 23.05% | 26.89%-3.8pp | 80.50%-57.5pp | 26.06%-3.0pp |
| Employer contribution / active EE | $1,944 | $3,371-42.3% | $4,624-58.0% | $2,596-25.1% |
| Participant deferral / active EE | $2,430 | $6,525-62.8% | $8,004-69.6% | $4,274-43.1% |
| Admin fee / account holder | $1,318 | $8,287-84.1% | $14,398-90.8% | $7,775-83.1% |