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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 | $24,726 | $67,602-63.4% | $82,312-70.0% | $70,126-64.7% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.9%-1.1pp | 69.5%+6.2pp |
| Annual return | 18.37% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,053 | $1,755-40.0% | $2,428-56.7% | $2,343-55.1% |
| Participant deferral / active EE | $696 | $2,987-76.7% | $3,706-81.2% | $3,332-79.1% |
| Admin fee / account holder | $800 | $4,512-82.3% | $5,608-85.7% | $4,645-82.8% |