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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 | $10,247 | $106,524-90.4% | $152,301-93.3% | $87,485-88.3% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.4%-1.9pp | 68.9%+11.6pp |
| Annual return | 19.67% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,617 | $3,371-52.0% | $4,624-65.0% | $2,596-37.7% |
| Participant deferral / active EE | $2,436 | $6,525-62.7% | $8,004-69.6% | $4,274-43.0% |
| Admin fee / account holder | $3,088 | $8,287-62.7% | $14,398-78.6% | $7,775-60.3% |