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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 | $3,800 | $106,524-96.4% | $152,301-97.5% | $87,485-95.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.4%+7.6pp | 68.9%+21.1pp |
| Annual return | 22.64% | 26.89%-4.3pp | 80.50%-57.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $1,422 | $3,371-57.8% | $4,624-69.2% | $2,596-45.2% |
| Participant deferral / active EE | $2,060 | $6,525-68.4% | $8,004-74.3% | $4,274-51.8% |
| Admin fee / account holder | $1,485 | $8,287-82.1% | $14,398-89.7% | $7,775-80.9% |