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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 | $13,063 | $77,460-83.1% | $100,378-87.0% | $80,925-83.9% |
| Participation rate | 70.7% | 76.9%-6.2pp | 81.5%-10.8pp | 67.7%+3.1pp |
| Annual return | 17.73% | 37.24%-19.5pp | 49.41%-31.7pp | 35.65%-17.9pp |
| Employer contribution / active EE | $3,262 | $2,801+16.4% | $3,942-17.3% | $2,756+18.3% |
| Participant deferral / active EE | $1,546 | $6,818-77.3% | $8,087-80.9% | $4,299-64.0% |
| Admin fee / account holder | $557 | $5,887-90.5% | $7,899-93.0% | $6,940-92.0% |