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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 | $107,421-88.3% | $182,262-93.1% | $94,015-86.6% |
| Participation rate | 90.0% | 77.8%+12.2pp | 84.2%+5.8pp | 70.8%+19.2pp |
| Annual return | 20.10% | 21.32%-1.2pp | 140.60%-120.5pp | 17.84%+2.3pp |
| Employer contribution / active EE | $1,204 | $3,448-65.1% | $5,046-76.1% | $2,790-56.9% |
| Participant deferral / active EE | $2,082 | $6,558-68.3% | $8,276-74.8% | $4,249-51.0% |
| Admin fee / account holder | $509 | $8,692-94.1% | $16,712-97.0% | $8,951-94.3% |