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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 | $8,835 | $95,453-90.7% | $112,040-92.1% | $82,448-89.3% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.5%+13.3pp | 68.1%+21.7pp |
| Annual return | 21.98% | 23.92%-1.9pp | 24.52%-2.5pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,499 | $2,318-35.3% | $2,954-49.3% | $2,551-41.2% |
| Participant deferral / active EE | $1,789 | $4,224-57.6% | $5,098-64.9% | $4,139-56.8% |
| Admin fee / account holder | $391 | $9,013-95.7% | $12,098-96.8% | $7,234-94.6% |