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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 | $21,591 | $89,367-75.8% | $141,191-84.7% | $72,975-70.4% |
| Participation rate | 81.8% | 75.1%+6.7pp | 82.5%-0.7pp | 69.5%+12.3pp |
| Annual return | 23.12% | 111.87%-88.7pp | 71.41%-48.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $760 | $3,115-75.6% | $4,736-84.0% | $2,440-68.9% |
| Participant deferral / active EE | $1,400 | $5,419-74.2% | $6,710-79.1% | $3,608-61.2% |
| Admin fee / account holder | $1,466 | $5,957-75.4% | $10,264-85.7% | $5,124-71.4% |