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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 | $12,704 | $106,749-88.1% | $145,433-91.3% | $82,448-84.6% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 17.22% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,226 | $3,444-64.4% | $4,554-73.1% | $2,551-51.9% |
| Participant deferral / active EE | $1,861 | $6,519-71.5% | $7,897-76.4% | $4,139-55.0% |
| Admin fee / account holder | $1,401 | $8,390-83.3% | $13,129-89.3% | $7,234-80.6% |