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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 | $11,093 | $95,453-88.4% | $112,040-90.1% | $82,448-86.5% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.5%+21.3pp | 68.1%+29.8pp |
| Annual return | 16.81% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,585 | $2,318-31.6% | $2,954-46.4% | $2,551-37.9% |
| Participant deferral / active EE | $1,088 | $4,224-74.2% | $5,098-78.7% | $4,139-73.7% |
| Admin fee / account holder | $480 | $9,013-94.7% | $12,098-96.0% | $7,234-93.4% |