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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 | $11,317 | $87,834-87.1% | $133,975-91.6% | $62,881-82.0% |
| Participation rate | 95.0% | 83.4%+11.6pp | 87.1%+7.9pp | 69.3%+25.7pp |
| Annual return | 11.58% | 12.05%-0.5pp | 29.29%-17.7pp | 20.14%-8.6pp |
| Employer contribution / active EE | $2,321 | $3,482-33.3% | $5,211-55.5% | $2,281+1.8% |
| Participant deferral / active EE | $687 | $4,812-85.7% | $6,282-89.1% | $3,203-78.6% |
| Admin fee / account holder | $459 | $5,372-91.5% | $9,324-95.1% | $4,296-89.3% |