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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 | $13,199 | $106,749-87.6% | $145,433-90.9% | $82,448-84.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 39.12% | 27.59%+11.5pp | 66.58%-27.5pp | 41.64%-2.5pp |
| Employer contribution / active EE | $1,224 | $3,444-64.5% | $4,554-73.1% | $2,551-52.0% |
| Participant deferral / active EE | $2,005 | $6,519-69.2% | $7,897-74.6% | $4,139-51.6% |
| Admin fee / account holder | $8,022 | $8,390-4.4% | $13,129-38.9% | $7,234+10.9% |