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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 | $10,682 | $106,749-90.0% | $145,433-92.7% | $82,448-87.0% |
| Participation rate | 94.5% | 75.6%+18.9pp | 82.1%+12.4pp | 68.1%+26.5pp |
| Annual return | 17.51% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,458 | $3,444-57.7% | $4,554-68.0% | $2,551-42.8% |
| Participant deferral / active EE | $2,197 | $6,519-66.3% | $7,897-72.2% | $4,139-46.9% |
| Admin fee / account holder | $1,970 | $8,390-76.5% | $13,129-85.0% | $7,234-72.8% |