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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 | $17,311 | $107,421-83.9% | $182,262-90.5% | $94,015-81.6% |
| Participation rate | 79.2% | 77.8%+1.4pp | 84.2%-5.0pp | 70.8%+8.3pp |
| Annual return | 13.21% | 21.32%-8.1pp | 140.60%-127.4pp | 17.84%-4.6pp |
| Employer contribution / active EE | $673 | $3,448-80.5% | $5,046-86.7% | $2,790-75.9% |
| Participant deferral / active EE | $1,780 | $6,558-72.9% | $8,276-78.5% | $4,249-58.1% |
| Admin fee / account holder | $3,859 | $8,692-55.6% | $16,712-76.9% | $8,951-56.9% |