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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 | $95,404-71.7% | $113,397-76.2% | $82,637-67.3% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.5%+2.1pp | 68.1%+10.5pp |
| Annual return | 12.58% | 19.08%-6.5pp | 23.20%-10.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $809 | $2,307-64.9% | $2,977-72.8% | $2,552-68.3% |
| Participant deferral / active EE | $530 | $4,220-87.4% | $5,076-89.6% | $4,126-87.2% |
| Admin fee / account holder | $15,269 | $9,168+66.5% | $11,957+27.7% | $7,339+108.1% |