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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 | $15,730 | $106,749-85.3% | $145,433-89.2% | $82,448-80.9% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 18.93% | 27.59%-8.7pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,503 | $3,444-56.4% | $4,554-67.0% | $2,551-41.1% |
| Participant deferral / active EE | $2,453 | $6,519-62.4% | $7,897-68.9% | $4,139-40.7% |
| Admin fee / account holder | $314 | $8,390-96.3% | $13,129-97.6% | $7,234-95.7% |