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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 | $12,101 | $65,364-81.5% | $92,909-87.0% | $72,975-83.4% |
| Participation rate | 87.8% | 68.3%+19.5pp | 76.0%+11.8pp | 69.5%+18.3pp |
| Annual return | 20.37% | 42.11%-21.7pp | 109.44%-89.1pp | 81.01%-60.6pp |
| Employer contribution / active EE | $3,983 | $2,594+53.5% | $3,653+9.0% | $2,440+63.2% |
| Participant deferral / active EE | $599 | $3,128-80.8% | $4,238-85.9% | $3,608-83.4% |
| Admin fee / account holder | $3,719 | $4,251-12.5% | $5,795-35.8% | $5,124-27.4% |