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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 | $14,852 | $167,415-91.1% | $140,514-89.4% | $198,609-92.5% |
| Participation rate | 76.5% | 80.9%-4.4pp | 77.8%-1.3pp | 82.4%-5.9pp |
| Annual return | 17.02% | 13.85%+3.2pp | 14.36%+2.7pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,257 | $4,088-69.3% | $3,378-62.8% | $5,055-75.1% |
| Participant deferral / active EE | $1,967 | $5,579-64.7% | $4,919-60.0% | $6,977-71.8% |
| Admin fee / account holder | $615 | $16,730-96.3% | $13,697-95.5% | $19,030-96.8% |