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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 | $17,467 | $106,524-83.6% | $152,301-88.5% | $87,485-80.0% |
| Participation rate | 85.2% | 75.8%+9.5pp | 82.4%+2.8pp | 68.9%+16.3pp |
| Annual return | 16.78% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $583 | $3,371-82.7% | $4,624-87.4% | $2,596-77.5% |
| Participant deferral / active EE | $1,344 | $6,525-79.4% | $8,004-83.2% | $4,274-68.6% |
| Admin fee / account holder | $1,242 | $8,287-85.0% | $14,398-91.4% | $7,775-84.0% |