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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 | $10,577 | $86,949-87.8% | $102,460-89.7% | $80,959-86.9% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.7%+27.2pp |
| Annual return | 10.71% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,242 | $2,370-47.6% | $3,025-58.9% | $2,757-54.9% |
| Participant deferral / active EE | $664 | $4,121-83.9% | $5,056-86.9% | $4,300-84.6% |
| Admin fee / account holder | $2,126 | $8,048-73.6% | $9,460-77.5% | $6,925-69.3% |