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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 | $22,442 | $67,602-66.8% | $82,312-72.7% | $70,126-68.0% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.9%+2.5pp | 69.5%+9.8pp |
| Annual return | 16.05% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $967 | $1,755-44.9% | $2,428-60.2% | $2,343-58.7% |
| Participant deferral / active EE | $1,288 | $2,987-56.9% | $3,706-65.3% | $3,332-61.3% |
| Admin fee / account holder | $974 | $4,512-78.4% | $5,608-82.6% | $4,645-79.0% |