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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 | $14,926 | $76,371-80.5% | $93,621-84.1% | $72,976-79.5% |
| Participation rate | 73.3% | 71.8%+1.6pp | 75.8%-2.5pp | 69.5%+3.8pp |
| Annual return | 23.60% | 25.82%-2.2pp | 32.76%-9.2pp | 81.02%-57.4pp |
| Employer contribution / active EE | $585 | $2,276-74.3% | $2,719-78.5% | $2,440-76.0% |
| Participant deferral / active EE | $1,101 | $3,538-68.9% | $4,070-72.9% | $3,608-69.5% |
| Admin fee / account holder | $1,694 | $6,839-75.2% | $7,890-78.5% | $5,124-66.9% |