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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 | $11,564 | $106,749-89.2% | $145,433-92.0% | $82,448-86.0% |
| Participation rate | 91.2% | 75.6%+15.5pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 18.57% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,694 | $3,444-50.8% | $4,554-62.8% | $2,551-33.6% |
| Participant deferral / active EE | $2,316 | $6,519-64.5% | $7,897-70.7% | $4,139-44.1% |
| Admin fee / account holder | $4,066 | $8,390-51.5% | $13,129-69.0% | $7,234-43.8% |