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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 | $20,157 | $146,267-86.2% | $197,124-89.8% | $82,448-75.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 86.7%-6.7pp | 68.1%+11.9pp |
| Annual return | 21.37% | 29.61%-8.2pp | 44.34%-23.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,921 | $4,723-59.3% | $6,227-69.1% | $2,551-24.7% |
| Participant deferral / active EE | $2,654 | $7,035-62.3% | $9,135-70.9% | $4,139-35.9% |
| Admin fee / account holder | $861 | $14,422-94.0% | $16,298-94.7% | $7,234-88.1% |