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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 | $12,924 | $77,523-83.3% | $100,383-87.1% | $80,874-84.0% |
| Participation rate | 97.2% | 77.0%+20.2pp | 81.5%+15.7pp | 67.6%+29.5pp |
| Annual return | 40.07% | 37.21%+2.9pp | 49.26%-9.2pp | 35.62%+4.4pp |
| Employer contribution / active EE | $1,277 | $2,801-54.4% | $3,944-67.6% | $2,756-53.7% |
| Participant deferral / active EE | $1,617 | $6,822-76.3% | $8,086-80.0% | $4,297-62.4% |
| Admin fee / account holder | $16,810 | $5,899+185.0% | $7,900+112.8% | $6,935+142.4% |