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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 | $15,824 | $94,031-83.2% | $115,768-86.3% | $82,448-80.8% |
| Participation rate | 75.8% | 70.4%+5.3pp | 74.4%+1.4pp | 68.1%+7.7pp |
| Annual return | 12.26% | 20.61%-8.3pp | 100.46%-88.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,013 | $2,323-56.4% | $2,940-65.5% | $2,551-60.3% |
| Participant deferral / active EE | $1,560 | $3,972-60.7% | $4,917-68.3% | $4,139-62.3% |
| Admin fee / account holder | $5,040 | $10,249-50.8% | $12,439-59.5% | $7,234-30.3% |