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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 | $20,423 | $109,359-81.3% | $162,185-87.4% | $72,976-72.0% |
| Participation rate | 96.0% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 23.69% | 25.46%-1.8pp | 115.61%-91.9pp | 81.02%-57.3pp |
| Employer contribution / active EE | $1,844 | $3,907-52.8% | $5,613-67.1% | $2,440-24.4% |
| Participant deferral / active EE | $1,737 | $5,481-68.3% | $7,297-76.2% | $3,608-51.9% |
| Admin fee / account holder | $360 | $7,972-95.5% | $10,844-96.7% | $5,124-93.0% |