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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 | $13,281 | $76,551-82.7% | $123,894-89.3% | $62,881-78.9% |
| Participation rate | 70.9% | 73.0%-2.1pp | 81.4%-10.5pp | 69.3%+1.6pp |
| Annual return | 16.32% | 18.68%-2.4pp | 47.52%-31.2pp | 20.14%-3.8pp |
| Employer contribution / active EE | $626 | $2,882-78.3% | $4,617-86.4% | $2,281-72.6% |
| Participant deferral / active EE | $1,958 | $4,840-59.5% | $5,984-67.3% | $3,203-38.9% |
| Admin fee / account holder | $1,039 | $4,826-78.5% | $8,357-87.6% | $4,296-75.8% |