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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 | $15,523 | $106,864-85.5% | $147,318-89.5% | $82,637-81.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.1%+3.6pp | 68.1%+17.7pp |
| Annual return | 15.03% | 27.49%-12.5pp | 70.43%-55.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $737 | $3,417-78.4% | $4,593-84.0% | $2,552-71.1% |
| Participant deferral / active EE | $1,028 | $6,496-84.2% | $7,906-87.0% | $4,126-75.1% |
| Admin fee / account holder | $1,450 | $8,415-82.8% | $13,708-89.4% | $7,339-80.2% |