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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 | $13,174 | $78,425-83.2% | $95,956-86.3% | $79,858-83.5% |
| Participation rate | 98.4% | 73.5%+24.9pp | 77.1%+21.4pp | 69.6%+28.8pp |
| Annual return | 19.91% | 19.37%+0.5pp | 91.63%-71.7pp | 31.72%-11.8pp |
| Employer contribution / active EE | $2,546 | $1,945+30.9% | $2,541+0.2% | $2,471+3.0% |
| Participant deferral / active EE | $1,354 | $3,440-60.6% | $4,167-67.5% | $3,740-63.8% |
| Admin fee / account holder | $1,385 | $5,622-75.4% | $6,797-79.6% | $5,306-73.9% |