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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 | $87,106-74.4% | $105,607-78.9% | $80,935-72.5% |
| Participation rate | 71.9% | 70.4%+1.4pp | 75.3%-3.4pp | 67.7%+4.2pp |
| Annual return | 12.40% | 17.01%-4.6pp | 116.11%-103.7pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,069 | $2,396-55.4% | $3,167-66.3% | $2,757-61.2% |
| Participant deferral / active EE | $1,377 | $3,986-65.5% | $5,011-72.5% | $4,299-68.0% |
| Admin fee / account holder | $1,151 | $8,447-86.4% | $10,958-89.5% | $6,924-83.4% |