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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 | $32,598 | $123,793-73.7% | $177,848-81.7% | $79,856-59.2% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.3pp | 69.6%+18.4pp |
| Annual return | 11.22% | 22.82%-11.6pp | 48.33%-37.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,545 | $4,095-62.3% | $5,919-73.9% | $2,471-37.5% |
| Participant deferral / active EE | $2,133 | $5,956-64.2% | $7,714-72.4% | $3,741-43.0% |
| Admin fee / account holder | $12,280 | $7,243+69.6% | $12,431-1.2% | $5,306+131.4% |