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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 | $107,421-90.3% | $182,262-94.3% | $94,015-88.9% |
| Participation rate | 93.8% | 77.8%+16.0pp | 84.2%+9.5pp | 70.8%+22.9pp |
| Annual return | 21.17% | 21.32%-0.1pp | 140.60%-119.4pp | 17.84%+3.3pp |
| Employer contribution / active EE | $1,525 | $3,448-55.8% | $5,046-69.8% | $2,790-45.3% |
| Participant deferral / active EE | $2,084 | $6,558-68.2% | $8,276-74.8% | $4,249-50.9% |
| Admin fee / account holder | $2,094 | $8,692-75.9% | $16,712-87.5% | $8,951-76.6% |