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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 | $22,582 | $86,949-74.0% | $102,460-78.0% | $80,959-72.1% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.7%+29.3pp |
| Annual return | 13.69% | 18.89%-5.2pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,163 | $2,370-50.9% | $3,025-61.6% | $2,757-57.8% |
| Participant deferral / active EE | $1,402 | $4,121-66.0% | $5,056-72.3% | $4,300-67.4% |
| Admin fee / account holder | $2,342 | $8,048-70.9% | $9,460-75.2% | $6,925-66.2% |