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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 | $94,031-84.0% | $115,768-87.0% | $82,448-81.8% |
| Participation rate | 86.1% | 70.4%+15.7pp | 74.4%+11.7pp | 68.1%+18.0pp |
| Annual return | 15.93% | 20.61%-4.7pp | 100.46%-84.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,035 | $2,323-55.5% | $2,940-64.8% | $2,551-59.4% |
| Participant deferral / active EE | $1,525 | $3,972-61.6% | $4,917-69.0% | $4,139-63.2% |
| Admin fee / account holder | $2,480 | $10,249-75.8% | $12,439-80.1% | $7,234-65.7% |