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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 | $11,078 | $106,749-89.6% | $145,433-92.4% | $82,448-86.6% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 20.98% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,448 | $3,444-58.0% | $4,554-68.2% | $2,551-43.2% |
| Participant deferral / active EE | $2,355 | $6,519-63.9% | $7,897-70.2% | $4,139-43.1% |
| Admin fee / account holder | $536 | $8,390-93.6% | $13,129-95.9% | $7,234-92.6% |