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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 | $106,864-85.0% | $147,318-89.1% | $82,637-80.6% |
| Participation rate | 93.3% | 75.5%+17.8pp | 82.1%+11.3pp | 68.1%+25.3pp |
| Annual return | 20.79% | 27.49%-6.7pp | 70.43%-49.6pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,576 | $3,417-53.9% | $4,593-65.7% | $2,552-38.2% |
| Participant deferral / active EE | $2,200 | $6,496-66.1% | $7,906-72.2% | $4,126-46.7% |
| Admin fee / account holder | $355 | $8,415-95.8% | $13,708-97.4% | $7,339-95.2% |