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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 | $14,046 | $101,778-86.2% | $164,975-91.5% | $80,925-82.6% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.7%+3.8pp |
| Annual return | 23.61% | 16.73%+6.9pp | 70.12%-46.5pp | 35.65%-12.0pp |
| Employer contribution / active EE | $1,056 | $2,954-64.3% | $4,343-75.7% | $2,756-61.7% |
| Participant deferral / active EE | $1,478 | $4,477-67.0% | $6,033-75.5% | $4,299-65.6% |
| Admin fee / account holder | $1,732 | $8,221-78.9% | $12,688-86.3% | $6,940-75.0% |