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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 | $16,351 | $101,795-83.9% | $165,100-90.1% | $80,959-79.8% |
| Participation rate | 71.3% | 71.8%-0.6pp | 78.6%-7.4pp | 67.7%+3.6pp |
| Annual return | 12.72% | 16.73%-4.0pp | 70.21%-57.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,272 | $2,954-56.9% | $4,348-70.7% | $2,757-53.9% |
| Participant deferral / active EE | $1,794 | $4,476-59.9% | $6,035-70.3% | $4,300-58.3% |
| Admin fee / account holder | $4,013 | $8,221-51.2% | $12,696-68.4% | $6,925-42.1% |