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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 | $94,436-83.8% | $115,599-86.7% | $82,637-81.4% |
| Participation rate | 93.8% | 70.4%+23.4pp | 74.3%+19.6pp | 68.1%+25.8pp |
| Annual return | 23.78% | 18.37%+5.4pp | 111.10%-87.3pp | 53.51%-29.7pp |
| Employer contribution / active EE | $1,588 | $2,324-31.7% | $2,955-46.3% | $2,552-37.8% |
| Participant deferral / active EE | $1,452 | $3,955-63.3% | $4,889-70.3% | $4,126-64.8% |
| Admin fee / account holder | $439 | $10,328-95.7% | $12,841-96.6% | $7,339-94.0% |