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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 | $99,875-82.5% | $146,866-88.1% | $86,983-79.9% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 16.78% | 28.10%-11.3pp | 102.85%-86.1pp | 25.83%-9.1pp |
| Employer contribution / active EE | $583 | $3,224-81.9% | $4,425-86.8% | $2,584-77.4% |
| Participant deferral / active EE | $1,344 | $6,322-78.7% | $7,759-82.7% | $4,194-68.0% |
| Admin fee / account holder | $1,242 | $7,838-84.2% | $13,620-90.9% | $7,856-84.2% |