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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 | $12,940 | $106,749-87.9% | $145,433-91.1% | $82,448-84.3% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 19.12% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,705 | $3,444-50.5% | $4,554-62.6% | $2,551-33.2% |
| Participant deferral / active EE | $2,354 | $6,519-63.9% | $7,897-70.2% | $4,139-43.1% |
| Admin fee / account holder | $3,221 | $8,390-61.6% | $13,129-75.5% | $7,234-55.5% |