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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 | $16,768 | $117,846-85.8% | $102,434-83.6% | $145,884-88.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.05% | 31.90%-18.8pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,453 | $3,615-59.8% | $3,023-52.0% | $4,662-68.8% |
| Participant deferral / active EE | $1,701 | $5,733-70.3% | $5,055-66.3% | $6,690-74.6% |
| Admin fee / account holder | $2,718 | $13,356-79.7% | $9,462-71.3% | $13,392-79.7% |