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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 | $12,132 | $78,425-84.5% | $95,956-87.4% | $79,858-84.8% |
| Participation rate | 85.2% | 73.5%+11.7pp | 77.1%+8.1pp | 69.6%+15.5pp |
| Annual return | 22.65% | 19.37%+3.3pp | 91.63%-69.0pp | 31.72%-9.1pp |
| Employer contribution / active EE | $1,345 | $1,945-30.8% | $2,541-47.1% | $2,471-45.6% |
| Participant deferral / active EE | $1,121 | $3,440-67.4% | $4,167-73.1% | $3,740-70.0% |
| Admin fee / account holder | $828 | $5,622-85.3% | $6,797-87.8% | $5,306-84.4% |