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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 | $19,500 | $76,834-74.6% | $108,359-82.0% | $87,485-77.7% |
| Participation rate | 81.1% | 61.7%+19.4pp | 70.1%+11.0pp | 68.9%+12.1pp |
| Annual return | 15.21% | 19.09%-3.9pp | 36.89%-21.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $378 | $1,556-75.7% | $2,399-84.2% | $2,596-85.4% |
| Participant deferral / active EE | $511 | $3,100-83.5% | $4,137-87.7% | $4,274-88.0% |
| Admin fee / account holder | $1,070 | $6,537-83.6% | $9,741-89.0% | $7,775-86.2% |