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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 | $16,047 | $106,524-84.9% | $152,301-89.5% | $87,485-81.7% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 20.79% | 26.89%-6.1pp | 80.50%-59.7pp | 26.06%-5.3pp |
| Employer contribution / active EE | $1,576 | $3,371-53.2% | $4,624-65.9% | $2,596-39.3% |
| Participant deferral / active EE | $2,200 | $6,525-66.3% | $8,004-72.5% | $4,274-48.5% |
| Admin fee / account holder | $355 | $8,287-95.7% | $14,398-97.5% | $7,775-95.4% |