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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 | $26,003 | $78,423-66.8% | $95,964-72.9% | $79,856-67.4% |
| Participation rate | 92.5% | 73.5%+19.0pp | 77.1%+15.4pp | 69.6%+22.9pp |
| Annual return | 11.98% | 19.37%-7.4pp | 91.64%-79.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $980 | $1,945-49.6% | $2,541-61.4% | $2,471-60.3% |
| Participant deferral / active EE | $733 | $3,440-78.7% | $4,167-82.4% | $3,741-80.4% |
| Admin fee / account holder | $5,021 | $5,622-10.7% | $6,797-26.1% | $5,306-5.4% |