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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 | $9,417 | $106,749-91.2% | $145,433-93.5% | $82,448-88.6% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 15.86% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,195 | $3,444-65.3% | $4,554-73.8% | $2,551-53.1% |
| Participant deferral / active EE | $2,269 | $6,519-65.2% | $7,897-71.3% | $4,139-45.2% |
| Admin fee / account holder | $2,891 | $8,390-65.5% | $13,129-78.0% | $7,234-60.0% |