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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 | $81,487-86.1% | $102,412-89.0% | $80,935-86.1% |
| Participation rate | 84.6% | 66.8%+17.8pp | 74.5%+10.1pp | 67.7%+17.0pp |
| Annual return | 13.85% | 25.60%-11.7pp | 24.94%-11.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,157 | $3,103-62.7% | $3,870-70.1% | $2,757-58.0% |
| Participant deferral / active EE | $1,102 | $3,871-71.5% | $5,060-78.2% | $4,299-74.4% |
| Admin fee / account holder | $731 | $6,717-89.1% | $8,388-91.3% | $6,924-89.4% |