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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 | $21,976 | $79,557-72.4% | $118,746-81.5% | $70,126-68.7% |
| Participation rate | 84.6% | 71.4%+13.3pp | 78.3%+6.3pp | 69.5%+15.1pp |
| Annual return | 16.93% | 25.64%-8.7pp | 24.54%-7.6pp | 73.15%-56.2pp |
| Employer contribution / active EE | $896 | $2,861-68.7% | $4,193-78.6% | $2,343-61.8% |
| Participant deferral / active EE | $475 | $4,089-88.4% | $5,332-91.1% | $3,332-85.8% |
| Admin fee / account holder | $563 | $5,374-89.5% | $10,720-94.8% | $4,645-87.9% |