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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 | $22,289 | $87,060-74.4% | $105,591-78.9% | $80,911-72.5% |
| Participation rate | 71.9% | 70.4%+1.4pp | 75.3%-3.4pp | 67.6%+4.2pp |
| Annual return | 12.40% | 17.05%-4.6pp | 116.43%-104.0pp | 35.63%-23.2pp |
| Employer contribution / active EE | $1,069 | $2,396-55.4% | $3,166-66.2% | $2,756-61.2% |
| Participant deferral / active EE | $1,377 | $3,986-65.5% | $5,008-72.5% | $4,297-68.0% |
| Admin fee / account holder | $1,151 | $8,442-86.4% | $11,024-89.6% | $6,935-83.4% |