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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 | $8,568 | $106,524-92.0% | $152,301-94.4% | $87,485-90.2% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.4%+9.7pp | 68.9%+23.2pp |
| Annual return | 17.92% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,158 | $3,371-65.6% | $4,624-75.0% | $2,596-55.4% |
| Participant deferral / active EE | $1,871 | $6,525-71.3% | $8,004-76.6% | $4,274-56.2% |
| Admin fee / account holder | $1,254 | $8,287-84.9% | $14,398-91.3% | $7,775-83.9% |