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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 | $106,524-87.6% | $152,301-91.3% | $87,485-84.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 39.12% | 26.89%+12.2pp | 80.50%-41.4pp | 26.06%+13.1pp |
| Employer contribution / active EE | $1,224 | $3,371-63.7% | $4,624-73.5% | $2,596-52.9% |
| Participant deferral / active EE | $2,005 | $6,525-69.3% | $8,004-74.9% | $4,274-53.1% |
| Admin fee / account holder | $8,022 | $8,287-3.2% | $14,398-44.3% | $7,775+3.2% |