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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 | $13,401 | $76,551-82.5% | $123,894-89.2% | $62,881-78.7% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 8.23% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $909 | $2,882-68.5% | $4,617-80.3% | $2,281-60.2% |
| Participant deferral / active EE | $1,229 | $4,840-74.6% | $5,984-79.5% | $3,203-61.6% |
| Admin fee / account holder | $451 | $4,826-90.7% | $8,357-94.6% | $4,296-89.5% |