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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 | $27,895 | $109,359-74.5% | $162,185-82.8% | $72,976-61.8% |
| Participation rate | 86.7% | 84.3%+2.4pp | 87.6%-0.9pp | 69.5%+17.2pp |
| Annual return | 18.36% | 25.46%-7.1pp | 115.61%-97.2pp | 81.02%-62.7pp |
| Employer contribution / active EE | $4,448 | $3,907+13.8% | $5,613-20.8% | $2,440+82.3% |
| Participant deferral / active EE | $423 | $5,481-92.3% | $7,297-94.2% | $3,608-88.3% |
| Admin fee / account holder | $4,216 | $7,972-47.1% | $10,844-61.1% | $5,124-17.7% |