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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 | $17,322 | $95,453-81.9% | $112,040-84.5% | $82,448-79.0% |
| Participation rate | 93.7% | 72.8%+20.9pp | 76.5%+17.2pp | 68.1%+25.6pp |
| Annual return | 13.79% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,190 | $2,318-48.6% | $2,954-59.7% | $2,551-53.3% |
| Participant deferral / active EE | $130 | $4,224-96.9% | $5,098-97.5% | $4,139-96.9% |
| Admin fee / account holder | $355 | $9,013-96.1% | $12,098-97.1% | $7,234-95.1% |