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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 | $18,927 | $86,949-78.2% | $102,460-81.5% | $80,959-76.6% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.7%+3.3pp |
| Annual return | 13.81% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $7,469 | $2,370+215.2% | $3,025+146.9% | $2,757+170.9% |
| Participant deferral / active EE | $923 | $4,121-77.6% | $5,056-81.7% | $4,300-78.5% |
| Admin fee / account holder | $1,207 | $8,048-85.0% | $9,460-87.2% | $6,925-82.6% |