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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 | $27,639 | $83,898-67.1% | $133,346-79.3% | $94,015-70.6% |
| Participation rate | 76.0% | 63.4%+12.6pp | 72.8%+3.2pp | 70.8%+5.2pp |
| Annual return | 12.66% | 16.00%-3.3pp | 36.85%-24.2pp | 17.84%-5.2pp |
| Employer contribution / active EE | $875 | $1,821-51.9% | $2,853-69.3% | $2,790-68.6% |
| Participant deferral / active EE | $1,020 | $3,245-68.6% | $4,332-76.4% | $4,249-76.0% |
| Admin fee / account holder | $795 | $7,809-89.8% | $14,264-94.4% | $8,951-91.1% |