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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 | $17,523 | $67,602-74.1% | $82,312-78.7% | $70,126-75.0% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.9%+18.3pp | 69.5%+25.6pp |
| Annual return | 14.45% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,575 | $1,755-10.2% | $2,428-35.1% | $2,343-32.8% |
| Participant deferral / active EE | $450 | $2,987-84.9% | $3,706-87.9% | $3,332-86.5% |
| Admin fee / account holder | $742 | $4,512-83.6% | $5,608-86.8% | $4,645-84.0% |