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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 | $22,764 | $60,349-62.3% | $74,184-69.3% | $62,881-63.8% |
| Participation rate | 72.6% | 72.7%-0.1pp | 76.6%-4.0pp | 69.3%+3.3pp |
| Annual return | 5.59% | 21.38%-15.8pp | 17.74%-12.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $737 | $1,680-56.1% | $2,370-68.9% | $2,281-67.7% |
| Participant deferral / active EE | $596 | $2,856-79.1% | $3,550-83.2% | $3,203-81.4% |
| Admin fee / account holder | $2,461 | $4,261-42.2% | $5,586-55.9% | $4,296-42.7% |