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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 | $10,811 | $86,050-87.4% | $189,758-94.3% | $94,015-88.5% |
| Participation rate | 81.6% | 68.9%+12.7pp | 79.8%+1.8pp | 70.8%+10.8pp |
| Annual return | 29.05% | 17.77%+11.3pp | 52.62%-23.6pp | 17.84%+11.2pp |
| Employer contribution / active EE | $2,153 | $2,819-23.6% | $4,767-54.8% | $2,790-22.8% |
| Participant deferral / active EE | $369 | $3,349-89.0% | $5,856-93.7% | $4,249-91.3% |
| Admin fee / account holder | $1,545 | $6,627-76.7% | $20,388-92.4% | $8,951-82.7% |