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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 | $8,964 | $106,524-91.6% | $152,301-94.1% | $87,485-89.8% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.4%+1.4pp | 68.9%+14.9pp |
| Annual return | 14.62% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,173 | $3,371-65.2% | $4,624-74.6% | $2,596-54.8% |
| Participant deferral / active EE | $1,656 | $6,525-74.6% | $8,004-79.3% | $4,274-61.2% |
| Admin fee / account holder | $862 | $8,287-89.6% | $14,398-94.0% | $7,775-88.9% |