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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 | $13,517 | $73,988-81.7% | $96,538-86.0% | $75,177-82.0% |
| Participation rate | 78.4% | 66.4%+11.9pp | 74.3%+4.0pp | 67.2%+11.2pp |
| Annual return | 18.47% | 26.73%-8.3pp | 35.74%-17.3pp | 160.75%-142.3pp |
| Employer contribution / active EE | $1,036 | $2,930-64.6% | $3,740-72.3% | $2,671-61.2% |
| Participant deferral / active EE | $934 | $3,660-74.5% | $4,880-80.9% | $4,126-77.4% |
| Admin fee / account holder | $2,140 | $5,220-59.0% | $6,737-68.2% | $5,651-62.1% |