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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 | $15,803 | $72,272-78.1% | $101,255-84.4% | $79,860-80.2% |
| Participation rate | 95.1% | 68.5%+26.6pp | 75.8%+19.3pp | 69.6%+25.4pp |
| Annual return | 10.88% | 22.30%-11.4pp | 46.48%-35.6pp | 31.72%-20.8pp |
| Employer contribution / active EE | $1,322 | $2,692-50.9% | $3,660-63.9% | $2,471-46.5% |
| Participant deferral / active EE | $503 | $3,282-84.7% | $4,370-88.5% | $3,740-86.6% |
| Admin fee / account holder | $2,037 | $4,401-53.7% | $5,946-65.7% | $5,306-61.6% |