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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 | $15,953 | $54,541-70.7% | $78,778-79.7% | $70,126-77.3% |
| Participation rate | 81.4% | 60.8%+20.6pp | 69.2%+12.2pp | 69.5%+11.8pp |
| Annual return | 16.75% | 21.07%-4.3pp | 35.62%-18.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $240 | $1,089-78.0% | $1,986-87.9% | $2,343-89.8% |
| Participant deferral / active EE | $798 | $2,210-63.9% | $2,958-73.0% | $3,332-76.0% |
| Admin fee / account holder | $1,860 | $3,709-49.9% | $5,134-63.8% | $4,645-60.0% |