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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 | $24,400 | $72,486-66.3% | $87,103-72.0% | $72,976-66.6% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 22.74% | 24.46%-1.7pp | 28.19%-5.5pp | 81.02%-58.3pp |
| Employer contribution / active EE | $646 | $1,894-65.9% | $2,521-74.4% | $2,440-73.5% |
| Participant deferral / active EE | $1,436 | $3,270-56.1% | $4,049-64.5% | $3,608-60.2% |
| Admin fee / account holder | $3,410 | $5,055-32.5% | $7,491-54.5% | $5,124-33.5% |