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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 | $16,847 | $77,472-78.3% | $100,392-83.2% | $80,935-79.2% |
| Participation rate | 78.7% | 76.9%+1.7pp | 81.5%-2.8pp | 67.7%+11.0pp |
| Annual return | 14.87% | 37.26%-22.4pp | 49.45%-34.6pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,077 | $2,800-61.6% | $3,941-72.7% | $2,757-60.9% |
| Participant deferral / active EE | $2,310 | $6,818-66.1% | $8,090-71.4% | $4,299-46.3% |
| Admin fee / account holder | $797 | $5,885-86.5% | $7,904-89.9% | $6,924-88.5% |