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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 | $7,970 | $106,524-92.5% | $152,301-94.8% | $87,485-90.9% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.4%-1.4pp | 68.9%+12.1pp |
| Annual return | 18.32% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,011 | $3,371-70.0% | $4,624-78.1% | $2,596-61.1% |
| Participant deferral / active EE | $2,246 | $6,525-65.6% | $8,004-71.9% | $4,274-47.4% |
| Admin fee / account holder | $3,316 | $8,287-60.0% | $14,398-77.0% | $7,775-57.3% |