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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 | $15,686 | $81,476-80.7% | $102,383-84.7% | $80,925-80.6% |
| Participation rate | 73.2% | 66.8%+6.4pp | 74.5%-1.3pp | 67.7%+5.6pp |
| Annual return | 22.22% | 25.59%-3.4pp | 24.94%-2.7pp | 35.65%-13.4pp |
| Employer contribution / active EE | $2,682 | $3,105-13.6% | $3,870-30.7% | $2,756-2.7% |
| Participant deferral / active EE | $1,584 | $3,871-59.1% | $5,060-68.7% | $4,299-63.1% |
| Admin fee / account holder | $360 | $6,717-94.6% | $8,391-95.7% | $6,940-94.8% |