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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 | $27,006 | $86,949-68.9% | $102,460-73.6% | $80,959-66.6% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.1pp | 67.7%+22.0pp |
| Annual return | 11.91% | 18.89%-7.0pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,780 | $2,370-24.9% | $3,025-41.1% | $2,757-35.4% |
| Participant deferral / active EE | $1,125 | $4,121-72.7% | $5,056-77.8% | $4,300-73.8% |
| Admin fee / account holder | $363 | $8,048-95.5% | $9,460-96.2% | $6,925-94.8% |