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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 | $10,411 | $73,978-85.9% | $96,515-89.2% | $75,173-86.2% |
| Participation rate | 80.8% | 66.4%+14.3pp | 74.3%+6.4pp | 67.2%+13.6pp |
| Annual return | 13.95% | 26.72%-12.8pp | 35.73%-21.8pp | 160.72%-146.8pp |
| Employer contribution / active EE | $3,774 | $2,931+28.8% | $3,740+0.9% | $2,671+41.3% |
| Participant deferral / active EE | $1,118 | $3,660-69.5% | $4,880-77.1% | $4,126-72.9% |
| Admin fee / account holder | $4,524 | $5,219-13.3% | $6,735-32.8% | $5,651-19.9% |