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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 | $11,232 | $54,763-79.5% | $90,324-87.6% | $72,976-84.6% |
| Participation rate | 97.9% | 65.2%+32.7pp | 73.3%+24.6pp | 69.5%+28.4pp |
| Annual return | 19.75% | 30.63%-10.9pp | 78.15%-58.4pp | 81.02%-61.3pp |
| Employer contribution / active EE | $405 | $2,093-80.6% | $2,856-85.8% | $2,440-83.4% |
| Participant deferral / active EE | $640 | $2,887-77.8% | $3,885-83.5% | $3,608-82.3% |
| Admin fee / account holder | $2,206 | $3,973-44.5% | $5,356-58.8% | $5,124-56.9% |