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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 | $106,524-85.2% | $152,301-89.7% | $87,485-82.0% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.4%+4.2pp | 68.9%+17.7pp |
| Annual return | 18.93% | 26.89%-8.0pp | 80.50%-61.6pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,503 | $3,371-55.4% | $4,624-67.5% | $2,596-42.1% |
| Participant deferral / active EE | $2,453 | $6,525-62.4% | $8,004-69.3% | $4,274-42.6% |
| Admin fee / account holder | $314 | $8,287-96.2% | $14,398-97.8% | $7,775-96.0% |