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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 | $106,749-96.4% | $145,433-97.3% | $82,448-95.3% |
| Participation rate | 77.4% | 75.6%+1.8pp | 82.1%-4.7pp | 68.1%+9.4pp |
| Annual return | 17.53% | 27.59%-10.1pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,270 | $3,444-63.1% | $4,554-72.1% | $2,551-50.2% |
| Participant deferral / active EE | $1,591 | $6,519-75.6% | $7,897-79.9% | $4,139-61.6% |
| Admin fee / account holder | $1,723 | $8,390-79.5% | $13,129-86.9% | $7,234-76.2% |