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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 | $3,871 | $106,524-96.4% | $152,301-97.5% | $87,485-95.6% |
| Participation rate | 77.4% | 75.8%+1.7pp | 82.4%-5.0pp | 68.9%+8.5pp |
| Annual return | 17.53% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,270 | $3,371-62.3% | $4,624-72.5% | $2,596-51.1% |
| Participant deferral / active EE | $1,591 | $6,525-75.6% | $8,004-80.1% | $4,274-62.8% |
| Admin fee / account holder | $1,723 | $8,287-79.2% | $14,398-88.0% | $7,775-77.8% |