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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 | $15,333 | $94,031-83.7% | $115,768-86.8% | $82,448-81.4% |
| Participation rate | 93.8% | 70.4%+23.4pp | 74.4%+19.4pp | 68.1%+25.8pp |
| Annual return | 23.78% | 20.61%+3.2pp | 100.46%-76.7pp | 41.64%-17.9pp |
| Employer contribution / active EE | $1,588 | $2,323-31.7% | $2,940-46.0% | $2,551-37.8% |
| Participant deferral / active EE | $1,452 | $3,972-63.4% | $4,917-70.5% | $4,139-64.9% |
| Admin fee / account holder | $439 | $10,249-95.7% | $12,439-96.5% | $7,234-93.9% |