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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 | $9,171 | $106,524-91.4% | $152,301-94.0% | $87,485-89.5% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.4%-10.4pp | 68.9%+3.1pp |
| Annual return | 16.51% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,123 | $3,371-66.7% | $4,624-75.7% | $2,596-56.7% |
| Participant deferral / active EE | $2,109 | $6,525-67.7% | $8,004-73.6% | $4,274-50.6% |
| Admin fee / account holder | $1,061 | $8,287-87.2% | $14,398-92.6% | $7,775-86.3% |