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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 | $13,368 | $80,985-83.5% | $96,576-86.2% | $75,181-82.2% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+29.0pp |
| Annual return | 15.63% | 27.05%-11.4pp | 25.87%-10.2pp | 160.69%-145.1pp |
| Employer contribution / active EE | $1,022 | $2,282-55.2% | $2,965-65.5% | $2,671-61.7% |
| Participant deferral / active EE | $793 | $3,929-79.8% | $4,851-83.6% | $4,126-80.8% |
| Admin fee / account holder | $2,196 | $6,719-67.3% | $8,253-73.4% | $5,650-61.1% |