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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 | $16,237 | $72,027-77.5% | $185,835-91.3% | $79,852-79.7% |
| Participation rate | 78.9% | 65.8%+13.2pp | 78.0%+0.9pp | 69.6%+9.3pp |
| Annual return | 16.40% | 23.13%-6.7pp | 35.96%-19.6pp | 31.72%-15.3pp |
| Employer contribution / active EE | $433 | $1,965-78.0% | $4,087-89.4% | $2,471-82.5% |
| Participant deferral / active EE | $930 | $3,780-75.4% | $5,633-83.5% | $3,740-75.1% |
| Admin fee / account holder | $383 | $4,513-91.5% | $9,502-96.0% | $5,306-92.8% |