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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 | $81,457-80.7% | $103,378-84.8% | $80,911-80.6% |
| Participation rate | 73.2% | 66.8%+6.4pp | 74.5%-1.3pp | 67.6%+5.6pp |
| Annual return | 22.22% | 25.58%-3.4pp | 24.91%-2.7pp | 35.63%-13.4pp |
| Employer contribution / active EE | $2,682 | $3,107-13.7% | $3,870-30.7% | $2,756-2.7% |
| Participant deferral / active EE | $1,584 | $3,871-59.1% | $5,058-68.7% | $4,297-63.1% |
| Admin fee / account holder | $360 | $6,717-94.6% | $8,401-95.7% | $6,935-94.8% |