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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 | $16,450 | $97,550-83.1% | $120,344-86.3% | $87,485-81.2% |
| Participation rate | 76.5% | 72.8%+3.6pp | 76.7%-0.2pp | 68.9%+7.5pp |
| Annual return | 14.68% | 18.41%-3.7pp | 20.30%-5.6pp | 26.06%-11.4pp |
| Employer contribution / active EE | $950 | $2,291-58.5% | $3,020-68.5% | $2,596-63.4% |
| Participant deferral / active EE | $1,696 | $4,230-59.9% | $5,135-67.0% | $4,274-60.3% |
| Admin fee / account holder | $1,298 | $9,543-86.4% | $12,742-89.8% | $7,775-83.3% |