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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 | $9,862 | $72,492-86.4% | $87,104-88.7% | $72,975-86.5% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 16.60% | 24.46%-7.9pp | 28.19%-11.6pp | 81.01%-64.4pp |
| Employer contribution / active EE | $694 | $1,894-63.3% | $2,521-72.5% | $2,440-71.6% |
| Participant deferral / active EE | $355 | $3,270-89.2% | $4,048-91.2% | $3,608-90.2% |
| Admin fee / account holder | $1,863 | $5,055-63.1% | $7,491-75.1% | $5,124-63.6% |