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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 | $12,473 | $106,524-88.3% | $152,301-91.8% | $87,485-85.7% |
| Participation rate | 85.3% | 75.8%+9.6pp | 82.4%+2.9pp | 68.9%+16.4pp |
| Annual return | 15.87% | 26.89%-11.0pp | 80.50%-64.6pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,088 | $3,371-67.7% | $4,624-76.5% | $2,596-58.1% |
| Participant deferral / active EE | $2,358 | $6,525-63.9% | $8,004-70.5% | $4,274-44.8% |
| Admin fee / account holder | $609 | $8,287-92.7% | $14,398-95.8% | $7,775-92.2% |