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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 | $14,581 | $110,240-86.8% | $96,544-84.9% | $139,487-89.5% |
| Participation rate | 95.7% | 78.1%+17.5pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 14.02% | 26.41%-12.4pp | 25.88%-11.9pp | 373.84%-359.8pp |
| Employer contribution / active EE | $3,299 | $3,622-8.9% | $2,966+11.2% | $4,755-30.6% |
| Participant deferral / active EE | $1,165 | $5,549-79.0% | $4,851-76.0% | $6,713-82.6% |
| Admin fee / account holder | $3,087 | $11,602-73.4% | $8,254-62.6% | $11,407-72.9% |