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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 | $13,459 | $93,589-85.6% | $135,942-90.1% | $75,181-82.1% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 23.87% | 30.90%-7.0pp | 68.28%-44.4pp | 160.69%-136.8pp |
| Employer contribution / active EE | $1,112 | $3,537-68.6% | $4,858-77.1% | $2,671-58.4% |
| Participant deferral / active EE | $1,904 | $6,405-70.3% | $7,759-75.5% | $4,126-53.9% |
| Admin fee / account holder | $720 | $6,977-89.7% | $10,764-93.3% | $5,650-87.3% |