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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 | $11,076 | $94,031-88.2% | $115,768-90.4% | $82,448-86.6% |
| Participation rate | 95.2% | 70.4%+24.7pp | 74.4%+20.8pp | 68.1%+27.1pp |
| Annual return | 16.01% | 20.61%-4.6pp | 100.46%-84.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $689 | $2,323-70.3% | $2,940-76.6% | $2,551-73.0% |
| Participant deferral / active EE | $980 | $3,972-75.3% | $4,917-80.1% | $4,139-76.3% |
| Admin fee / account holder | $649 | $10,249-93.7% | $12,439-94.8% | $7,234-91.0% |