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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 | $14,705 | $138,386-89.4% | $184,260-92.0% | $80,935-81.8% |
| Participation rate | 73.7% | 83.9%-10.2pp | 86.8%-13.1pp | 67.7%+6.0pp |
| Annual return | 36.37% | 20.02%+16.3pp | 28.84%+7.5pp | 35.66%+0.7pp |
| Employer contribution / active EE | $1,545 | $4,851-68.1% | $6,427-76.0% | $2,757-44.0% |
| Participant deferral / active EE | $2,862 | $7,076-59.6% | $9,133-68.7% | $4,299-33.4% |
| Admin fee / account holder | $3,413 | $10,489-67.5% | $13,898-75.4% | $6,924-50.7% |