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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 | $25,492 | $101,795-75.0% | $165,100-84.6% | $80,959-68.5% |
| Participation rate | 92.1% | 71.8%+20.3pp | 78.6%+13.5pp | 67.7%+24.4pp |
| Annual return | 20.32% | 16.73%+3.6pp | 70.21%-49.9pp | 35.67%-15.3pp |
| Employer contribution / active EE | $1,724 | $2,954-41.6% | $4,348-60.4% | $2,757-37.5% |
| Participant deferral / active EE | $1,921 | $4,476-57.1% | $6,035-68.2% | $4,300-55.3% |
| Admin fee / account holder | $465 | $8,221-94.3% | $12,696-96.3% | $6,925-93.3% |