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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 | $10,571 | $73,787-85.7% | $98,716-89.3% | $82,448-87.2% |
| Participation rate | 70.7% | 61.4%+9.3pp | 69.3%+1.4pp | 68.1%+2.7pp |
| Annual return | 15.07% | 18.57%-3.5pp | 31.81%-16.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,026 | $1,511-32.1% | $2,279-55.0% | $2,551-59.8% |
| Participant deferral / active EE | $1,110 | $3,081-64.0% | $4,048-72.6% | $4,139-73.2% |
| Admin fee / account holder | $560 | $6,500-91.4% | $8,703-93.6% | $7,234-92.3% |