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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 | $90,674-88.4% | $96,707-89.2% | $82,448-87.3% |
| Participation rate | 88.9% | 75.9%+12.9pp | 80.4%+8.5pp | 68.1%+20.8pp |
| Annual return | 18.32% | 49.05%-30.7pp | 34.78%-16.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,552 | $3,975-61.0% | $4,191-63.0% | $2,551-39.2% |
| Participant deferral / active EE | $1,834 | $5,696-67.8% | $5,997-69.4% | $4,139-55.7% |
| Admin fee / account holder | $876 | $7,568-88.4% | $7,503-88.3% | $7,234-87.9% |