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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 | $3,676 | $108,825-96.6% | $156,181-97.6% | $82,448-95.5% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 14.81% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,471 | $2,870-48.7% | $4,294-65.7% | $2,551-42.3% |
| Participant deferral / active EE | $1,796 | $4,577-60.8% | $6,132-70.7% | $4,139-56.6% |
| Admin fee / account holder | $4,671 | $9,341-50.0% | $14,586-68.0% | $7,234-35.4% |