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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 | $12,997 | $48,078-73.0% | $78,676-83.5% | $62,881-79.3% |
| Participation rate | 84.2% | 65.2%+19.0pp | 73.6%+10.6pp | 69.3%+14.9pp |
| Annual return | 18.03% | 31.36%-13.3pp | 62.19%-44.2pp | 20.14%-2.1pp |
| Employer contribution / active EE | $850 | $2,015-57.8% | $2,850-70.2% | $2,281-62.7% |
| Participant deferral / active EE | $538 | $2,587-79.2% | $3,517-84.7% | $3,203-83.2% |
| Admin fee / account holder | $1,196 | $3,206-62.7% | $4,510-73.5% | $4,296-72.2% |