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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 | $22,932 | $109,359-79.0% | $162,185-85.9% | $72,976-68.6% |
| Participation rate | 96.1% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.6pp |
| Annual return | 21.82% | 25.46%-3.6pp | 115.61%-93.8pp | 81.02%-59.2pp |
| Employer contribution / active EE | $1,239 | $3,907-68.3% | $5,613-77.9% | $2,440-49.2% |
| Participant deferral / active EE | $2,465 | $5,481-55.0% | $7,297-66.2% | $3,608-31.7% |
| Admin fee / account holder | $850 | $7,972-89.3% | $10,844-92.2% | $5,124-83.4% |