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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 | $10,478 | $96,233-89.1% | $137,474-92.4% | $94,015-88.9% |
| Participation rate | 88.9% | 78.3%+10.6pp | 83.5%+5.4pp | 70.8%+18.1pp |
| Annual return | 18.32% | 16.05%+2.3pp | 11.53%+6.8pp | 17.84%+0.5pp |
| Employer contribution / active EE | $1,552 | $3,713-58.2% | $5,048-69.3% | $2,790-44.4% |
| Participant deferral / active EE | $1,834 | $5,018-63.5% | $6,155-70.2% | $4,249-56.8% |
| Admin fee / account holder | $876 | $7,029-87.5% | $10,602-91.7% | $8,951-90.2% |