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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 | $17,085 | $117,846-85.5% | $102,434-83.3% | $145,884-88.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 8.94% | 31.90%-23.0pp | 29.46%-20.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,474 | $3,615-59.2% | $3,023-51.2% | $4,662-68.4% |
| Participant deferral / active EE | $1,667 | $5,733-70.9% | $5,055-67.0% | $6,690-75.1% |
| Admin fee / account holder | $2,962 | $13,356-77.8% | $9,462-68.7% | $13,392-77.9% |