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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 | $14,436 | $72,486-80.1% | $87,103-83.4% | $72,976-80.2% |
| Participation rate | 94.5% | 72.8%+21.7pp | 76.9%+17.7pp | 69.5%+25.1pp |
| Annual return | 23.29% | 24.46%-1.2pp | 28.19%-4.9pp | 81.02%-57.7pp |
| Employer contribution / active EE | $899 | $1,894-52.5% | $2,521-64.3% | $2,440-63.1% |
| Participant deferral / active EE | $1,249 | $3,270-61.8% | $4,049-69.2% | $3,608-65.4% |
| Admin fee / account holder | $304 | $5,055-94.0% | $7,491-95.9% | $5,124-94.1% |