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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 | $11,287 | $81,446-86.1% | $103,374-89.1% | $80,874-86.0% |
| Participation rate | 84.6% | 66.9%+17.8pp | 74.5%+10.1pp | 67.6%+17.0pp |
| Annual return | 13.85% | 25.57%-11.7pp | 24.89%-11.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,157 | $3,107-62.8% | $3,869-70.1% | $2,756-58.0% |
| Participant deferral / active EE | $1,102 | $3,870-71.5% | $5,058-78.2% | $4,297-74.4% |
| Admin fee / account holder | $731 | $6,715-89.1% | $8,394-91.3% | $6,935-89.5% |