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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 | $25,576 | $177,595-85.6% | $148,496-82.8% | $198,609-87.1% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.0%+0.4pp | 82.4%-5.9pp |
| Annual return | 2.03% | 9.97%-7.9pp | 12.33%-10.3pp | 202.70%-200.7pp |
| Employer contribution / active EE | $1,471 | $4,098-64.1% | $3,497-58.0% | $5,055-70.9% |
| Participant deferral / active EE | $327 | $5,539-94.1% | $4,808-93.2% | $6,977-95.3% |
| Admin fee / account holder | $2,033 | $27,010-92.5% | $19,547-89.6% | $19,030-89.3% |