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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 | $106,524-90.2% | $152,301-93.2% | $87,485-88.1% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.4%+11.3pp | 68.9%+24.8pp |
| Annual return | 21.17% | 26.89%-5.7pp | 80.50%-59.3pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,525 | $3,371-54.8% | $4,624-67.0% | $2,596-41.2% |
| Participant deferral / active EE | $2,084 | $6,525-68.1% | $8,004-74.0% | $4,274-51.2% |
| Admin fee / account holder | $2,094 | $8,287-74.7% | $14,398-85.5% | $7,775-73.1% |