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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 | $26,986 | $95,453-71.7% | $112,040-75.9% | $82,448-67.3% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.5%+2.1pp | 68.1%+10.5pp |
| Annual return | 12.58% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $809 | $2,318-65.1% | $2,954-72.6% | $2,551-68.3% |
| Participant deferral / active EE | $530 | $4,224-87.5% | $5,098-89.6% | $4,139-87.2% |
| Admin fee / account holder | $15,269 | $9,013+69.4% | $12,098+26.2% | $7,234+111.1% |