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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 | $15,408 | $69,444-77.8% | $92,985-83.4% | $87,485-82.4% |
| Participation rate | 83.3% | 63.3%+20.0pp | 69.5%+13.8pp | 68.9%+14.4pp |
| Annual return | 16.75% | 23.85%-7.1pp | 27.99%-11.2pp | 26.06%-9.3pp |
| Employer contribution / active EE | $828 | $1,917-56.8% | $2,662-68.9% | $2,596-68.1% |
| Participant deferral / active EE | $1,070 | $3,364-68.2% | $4,377-75.6% | $4,274-75.0% |
| Admin fee / account holder | $2,026 | $6,137-67.0% | $9,463-78.6% | $7,775-73.9% |