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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 | $16,932 | $78,670-78.5% | $109,173-84.5% | $85,847-80.3% |
| Participation rate | 86.5% | 68.3%+18.2pp | 75.9%+10.6pp | 69.3%+17.2pp |
| Annual return | 16.16% | 25.09%-8.9pp | 25.75%-9.6pp | 318.61%-302.4pp |
| Employer contribution / active EE | $789 | $2,734-71.1% | $3,723-78.8% | $2,565-69.2% |
| Participant deferral / active EE | $1,239 | $3,467-64.3% | $4,654-73.4% | $3,952-68.6% |
| Admin fee / account holder | $969 | $5,469-82.3% | $6,755-85.7% | $6,261-84.5% |