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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 | $106,524-87.9% | $152,301-91.5% | $87,485-85.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.4%+10.4pp | 68.9%+23.9pp |
| Annual return | 19.12% | 26.89%-7.8pp | 80.50%-61.4pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,705 | $3,371-49.4% | $4,624-63.1% | $2,596-34.3% |
| Participant deferral / active EE | $2,354 | $6,525-63.9% | $8,004-70.6% | $4,274-44.9% |
| Admin fee / account holder | $3,221 | $8,287-61.1% | $14,398-77.6% | $7,775-58.6% |