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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 | $21,107 | $106,524-80.2% | $152,301-86.1% | $87,485-75.9% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.4%+16.2pp | 68.9%+29.7pp |
| Annual return | 46.00% | 26.89%+19.1pp | 80.50%-34.5pp | 26.06%+19.9pp |
| Employer contribution / active EE | $1,436 | $3,371-57.4% | $4,624-69.0% | $2,596-44.7% |
| Participant deferral / active EE | $1,677 | $6,525-74.3% | $8,004-79.0% | $4,274-60.8% |
| Admin fee / account holder | $1,131 | $8,287-86.3% | $14,398-92.1% | $7,775-85.4% |