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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 | $9,341 | $135,905-93.1% | $126,068-92.6% | $198,609-95.3% |
| Participation rate | 83.3% | 85.6%-2.3pp | 84.7%-1.4pp | 82.4%+1.0pp |
| Annual return | 15.61% | 14.07%+1.5pp | 15.01%+0.6pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,704 | $4,245-59.9% | $3,968-57.1% | $5,055-66.3% |
| Participant deferral / active EE | $2,839 | $8,523-66.7% | $8,214-65.4% | $6,977-59.3% |
| Admin fee / account holder | $7,597 | $21,036-63.9% | $18,264-58.4% | $19,030-60.1% |