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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 | $21,488 | $98,760-78.2% | $149,715-85.6% | $79,858-73.1% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.7pp |
| Annual return | 13.56% | 27.43%-13.9pp | 276.66%-263.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $1,073 | $3,217-66.6% | $4,645-76.9% | $2,471-56.6% |
| Participant deferral / active EE | $2,016 | $5,681-64.5% | $6,842-70.5% | $3,740-46.1% |
| Admin fee / account holder | $2,066 | $6,053-65.9% | $9,310-77.8% | $5,306-61.1% |