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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 | $107,421-88.0% | $182,262-92.9% | $94,015-86.2% |
| Participation rate | 92.9% | 77.8%+15.1pp | 84.2%+8.6pp | 70.8%+22.0pp |
| Annual return | 19.12% | 21.32%-2.2pp | 140.60%-121.5pp | 17.84%+1.3pp |
| Employer contribution / active EE | $1,705 | $3,448-50.5% | $5,046-66.2% | $2,790-38.9% |
| Participant deferral / active EE | $2,354 | $6,558-64.1% | $8,276-71.6% | $4,249-44.6% |
| Admin fee / account holder | $3,221 | $8,692-62.9% | $16,712-80.7% | $8,951-64.0% |