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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 | $11,961 | $81,487-85.3% | $102,412-88.3% | $80,935-85.2% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.7%+4.3pp |
| Annual return | 12.42% | 25.60%-13.2pp | 24.94%-12.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $992 | $3,103-68.0% | $3,870-74.4% | $2,757-64.0% |
| Participant deferral / active EE | $1,073 | $3,871-72.3% | $5,060-78.8% | $4,299-75.1% |
| Admin fee / account holder | $1,196 | $6,717-82.2% | $8,388-85.7% | $6,924-82.7% |