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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 | $106,749-91.4% | $145,433-93.7% | $82,448-88.9% |
| Participation rate | 72.0% | 75.6%-3.6pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 16.51% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,123 | $3,444-67.4% | $4,554-75.3% | $2,551-56.0% |
| Participant deferral / active EE | $2,109 | $6,519-67.6% | $7,897-73.3% | $4,139-49.0% |
| Admin fee / account holder | $1,061 | $8,390-87.3% | $13,129-91.9% | $7,234-85.3% |