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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 | $9,992 | $75,183-86.7% | $123,894-91.9% | $55,167-81.9% |
| Participation rate | 77.2% | 72.8%+4.4pp | 81.4%-4.2pp | 69.0%+8.2pp |
| Annual return | 9.93% | 19.01%-9.1pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,573 | $2,823-44.3% | $4,617-65.9% | $1,963-19.8% |
| Participant deferral / active EE | $2,287 | $5,084-55.0% | $5,984-61.8% | $3,054-25.1% |
| Admin fee / account holder | $1,330 | $663+100.8% | $8,357-84.1% | $504+164.0% |