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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 | $14,262 | $56,894-74.9% | $84,753-83.2% | $62,881-77.3% |
| Participation rate | 72.0% | 68.5%+3.5pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | 4.61% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.5pp |
| Employer contribution / active EE | $710 | $2,400-70.4% | $3,574-80.1% | $2,281-68.9% |
| Participant deferral / active EE | $428 | $2,709-84.2% | $3,712-88.5% | $3,203-86.6% |
| Admin fee / account holder | $3,523 | $3,581-1.6% | $5,333-33.9% | $4,296-18.0% |