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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 | $47,076 | $122,063-61.4% | $184,256-74.5% | $74,478-36.8% |
| Participation rate | 77.7% | 85.5%-7.8pp | 86.8%-9.2pp | 67.2%+10.4pp |
| Annual return | 12.61% | 19.92%-7.3pp | 28.85%-16.2pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,769 | $4,539-61.0% | $6,427-72.5% | $2,626-32.6% |
| Participant deferral / active EE | $3,119 | $7,144-56.3% | $9,133-65.8% | $4,350-28.3% |
| Admin fee / account holder | $3,266 | $1,253+160.7% | $13,899-76.5% | $1,946+67.8% |