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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 | $18,054 | $99,875-81.9% | $146,866-87.7% | $86,983-79.2% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 14.46% | 28.10%-13.6pp | 102.85%-88.4pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,017 | $3,224-68.5% | $4,425-77.0% | $2,584-60.7% |
| Participant deferral / active EE | $1,921 | $6,322-69.6% | $7,759-75.2% | $4,194-54.2% |
| Admin fee / account holder | $3,565 | $7,838-54.5% | $13,620-73.8% | $7,856-54.6% |