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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 | $99,875-89.6% | $146,866-92.9% | $86,983-88.0% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.5%+11.2pp | 69.5%+24.2pp |
| Annual return | 21.17% | 28.10%-6.9pp | 102.85%-81.7pp | 25.83%-4.7pp |
| Employer contribution / active EE | $1,525 | $3,224-52.7% | $4,425-65.5% | $2,584-41.0% |
| Participant deferral / active EE | $2,084 | $6,322-67.0% | $7,759-73.1% | $4,194-50.3% |
| Admin fee / account holder | $2,094 | $7,838-73.3% | $13,620-84.6% | $7,856-73.3% |