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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 | $11,907 | $72,486-83.6% | $87,103-86.3% | $72,976-83.7% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 19.41% | 24.46%-5.0pp | 28.19%-8.8pp | 81.02%-61.6pp |
| Employer contribution / active EE | $1,534 | $1,894-19.0% | $2,521-39.2% | $2,440-37.1% |
| Participant deferral / active EE | $855 | $3,270-73.8% | $4,049-78.9% | $3,608-76.3% |
| Admin fee / account holder | $4,829 | $5,055-4.5% | $7,491-35.5% | $5,124-5.8% |