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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 | $7,852 | $80,992-90.3% | $96,534-91.9% | $75,173-89.6% |
| Participation rate | 92.5% | 71.8%+20.7pp | 76.0%+16.5pp | 67.2%+25.3pp |
| Annual return | 18.08% | 27.05%-9.0pp | 25.88%-7.8pp | 160.72%-142.6pp |
| Employer contribution / active EE | $969 | $2,283-57.5% | $2,965-67.3% | $2,671-63.7% |
| Participant deferral / active EE | $1,705 | $3,929-56.6% | $4,851-64.8% | $4,126-58.7% |
| Admin fee / account holder | $1,950 | $6,717-71.0% | $8,253-76.4% | $5,651-65.5% |