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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 | $14,141 | $99,345-85.8% | $84,753-83.3% | $273,972-94.8% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 5.47% | 22.93%-17.5pp | 22.78%-17.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,364 | $4,214-67.6% | $3,574-61.9% | $4,869-72.0% |
| Participant deferral / active EE | $141 | $4,270-96.7% | $3,712-96.2% | $5,287-97.3% |
| Admin fee / account holder | $3,471 | $6,645-47.8% | $5,333-34.9% | $10,133-65.7% |