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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 | $15,016 | $97,648-84.6% | $121,663-87.7% | $87,485-82.8% |
| Participation rate | 86.1% | 70.5%+15.6pp | 74.5%+11.6pp | 68.9%+17.2pp |
| Annual return | 15.93% | 18.03%-2.1pp | 147.54%-131.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,035 | $2,300-55.0% | $3,020-65.7% | $2,596-60.1% |
| Participant deferral / active EE | $1,525 | $3,923-61.1% | $4,887-68.8% | $4,274-64.3% |
| Admin fee / account holder | $2,480 | $11,100-77.7% | $14,289-82.6% | $7,775-68.1% |