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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 | $5,649 | $106,524-94.7% | $152,301-96.3% | $87,485-93.5% |
| Participation rate | 87.0% | 75.8%+11.3pp | 82.4%+4.6pp | 68.9%+18.1pp |
| Annual return | 17.82% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,291 | $3,371-61.7% | $4,624-72.1% | $2,596-50.3% |
| Participant deferral / active EE | $1,575 | $6,525-75.9% | $8,004-80.3% | $4,274-63.2% |
| Admin fee / account holder | $2,058 | $8,287-75.2% | $14,398-85.7% | $7,775-73.5% |