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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 | $20,668 | $106,749-80.6% | $145,433-85.8% | $82,448-74.9% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 17.19% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,077 | $3,444-68.7% | $4,554-76.4% | $2,551-57.8% |
| Participant deferral / active EE | $2,176 | $6,519-66.6% | $7,897-72.4% | $4,139-47.4% |
| Admin fee / account holder | $1,103 | $8,390-86.9% | $13,129-91.6% | $7,234-84.8% |