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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 | $15,622 | $78,428-80.1% | $95,960-83.7% | $79,852-80.4% |
| Participation rate | 72.4% | 73.5%-1.1pp | 77.1%-4.7pp | 69.6%+2.8pp |
| Annual return | 12.93% | 19.37%-6.4pp | 91.63%-78.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $2,029 | $1,945+4.3% | $2,541-20.2% | $2,471-17.9% |
| Participant deferral / active EE | $252 | $3,440-92.7% | $4,167-93.9% | $3,740-93.3% |
| Admin fee / account holder | $2,211 | $5,622-60.7% | $6,797-67.5% | $5,306-58.3% |