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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 | $10,404 | $106,749-90.3% | $145,433-92.8% | $82,448-87.4% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 21.17% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,525 | $3,444-55.7% | $4,554-66.5% | $2,551-40.2% |
| Participant deferral / active EE | $2,084 | $6,519-68.0% | $7,897-73.6% | $4,139-49.6% |
| Admin fee / account holder | $2,094 | $8,390-75.0% | $13,129-84.0% | $7,234-71.1% |