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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 | $15,738 | $136,860-88.5% | $120,344-86.9% | $154,746-89.8% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 15.77% | 21.38%-5.6pp | 20.30%-4.5pp | 172.34%-156.6pp |
| Employer contribution / active EE | $900 | $3,533-74.5% | $3,020-70.2% | $4,379-79.5% |
| Participant deferral / active EE | $775 | $5,793-86.6% | $5,135-84.9% | $6,730-88.5% |
| Admin fee / account holder | $2,111 | $15,393-86.3% | $12,742-83.4% | $14,365-85.3% |