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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 | $17,130 | $72,269-76.3% | $101,271-83.1% | $79,852-78.5% |
| Participation rate | 79.4% | 68.5%+11.0pp | 75.8%+3.6pp | 69.6%+9.8pp |
| Annual return | 13.35% | 22.29%-8.9pp | 46.48%-33.1pp | 31.72%-18.4pp |
| Employer contribution / active EE | $3,660 | $2,692+36.0% | $3,6600% | $2,471+48.1% |
| Participant deferral / active EE | $1,137 | $3,282-65.3% | $4,371-74.0% | $3,740-69.6% |
| Admin fee / account holder | $2,487 | $4,401-43.5% | $5,948-58.2% | $5,306-53.1% |