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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 | $14,027 | $93,598-85.0% | $135,974-89.7% | $75,173-81.3% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 15.52% | 30.89%-15.4pp | 68.30%-52.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $888 | $3,538-74.9% | $4,859-81.7% | $2,671-66.7% |
| Participant deferral / active EE | $150 | $6,405-97.7% | $7,760-98.1% | $4,126-96.4% |
| Admin fee / account holder | $979 | $6,978-86.0% | $10,767-90.9% | $5,651-82.7% |