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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 | $15,655 | $88,042-82.2% | $138,135-88.7% | $79,856-80.4% |
| Participation rate | 84.0% | 71.4%+12.6pp | 78.7%+5.3pp | 69.6%+14.4pp |
| Annual return | 11.33% | 20.58%-9.2pp | 20.51%-9.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $880 | $3,103-71.6% | $5,587-84.2% | $2,471-64.4% |
| Participant deferral / active EE | $433 | $4,704-90.8% | $6,431-93.3% | $3,741-88.4% |
| Admin fee / account holder | $4,144 | $7,791-46.8% | $11,856-65.0% | $5,306-21.9% |