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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 | $13,191 | $67,602-80.5% | $82,312-84.0% | $70,126-81.2% |
| Participation rate | 78.3% | 72.8%+5.5pp | 76.9%+1.4pp | 69.5%+8.7pp |
| Annual return | 17.62% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $481 | $1,755-72.6% | $2,428-80.2% | $2,343-79.4% |
| Participant deferral / active EE | $367 | $2,987-87.7% | $3,706-90.1% | $3,332-89.0% |
| Admin fee / account holder | $1,469 | $4,512-67.4% | $5,608-73.8% | $4,645-68.4% |