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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 | $15,176 | $118,488-87.2% | $98,462-84.6% | $139,487-89.1% |
| Participation rate | 87.5% | 77.5%+10.0pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 15.14% | 18.96%-3.8pp | 21.17%-6.0pp | 373.84%-358.7pp |
| Employer contribution / active EE | $1,160 | $3,611-67.9% | $3,049-61.9% | $4,755-75.6% |
| Participant deferral / active EE | $1,256 | $5,393-76.7% | $4,738-73.5% | $6,713-81.3% |
| Admin fee / account holder | $3,061 | $13,868-77.9% | $8,875-65.5% | $11,407-73.2% |