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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 | $16,705 | $108,825-84.6% | $156,181-89.3% | $82,448-79.7% |
| Participation rate | 89.3% | 72.4%+16.9pp | 78.8%+10.5pp | 68.1%+21.2pp |
| Annual return | 17.00% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,002 | $2,870-65.1% | $4,294-76.7% | $2,551-60.7% |
| Participant deferral / active EE | $1,723 | $4,577-62.4% | $6,132-71.9% | $4,139-58.4% |
| Admin fee / account holder | $3,335 | $9,341-64.3% | $14,586-77.1% | $7,234-53.9% |