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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 | $15,701 | $93,598-83.2% | $135,974-88.5% | $75,173-79.1% |
| Participation rate | 79.7% | 75.2%+4.5pp | 81.9%-2.2pp | 67.2%+12.5pp |
| Annual return | 15.29% | 30.89%-15.6pp | 68.30%-53.0pp | 160.72%-145.4pp |
| Employer contribution / active EE | $3,062 | $3,538-13.5% | $4,859-37.0% | $2,671+14.6% |
| Participant deferral / active EE | $2,489 | $6,405-61.1% | $7,760-67.9% | $4,126-39.7% |
| Admin fee / account holder | $7,571 | $6,978+8.5% | $10,767-29.7% | $5,651+34.0% |