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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 | $14,668 | $54,590-73.1% | $81,726-82.1% | $73,497-80.0% |
| Participation rate | 85.2% | 68.3%+16.9pp | 72.0%+13.2pp | 70.7%+14.5pp |
| Annual return | 19.07% | 17.74%+1.3pp | 29.49%-10.4pp | 28.51%-9.4pp |
| Employer contribution / active EE | $2,433 | $1,636+48.7% | $4,311-43.6% | $2,270+7.2% |
| Participant deferral / active EE | $1,091 | $2,759-60.5% | $7,108-84.7% | $3,740-70.8% |
| Admin fee / account holder | $838 | $592+41.5% | $5,160-83.8% | $513+63.3% |