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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 | $12,583 | $106,749-88.2% | $145,433-91.3% | $82,448-84.7% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 20.10% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,204 | $3,444-65.0% | $4,554-73.6% | $2,551-52.8% |
| Participant deferral / active EE | $2,082 | $6,519-68.1% | $7,897-73.6% | $4,139-49.7% |
| Admin fee / account holder | $509 | $8,390-93.9% | $13,129-96.1% | $7,234-93.0% |