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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 | $10,116 | $89,515-88.7% | $103,486-90.2% | $80,935-87.5% |
| Participation rate | 85.7% | 76.0%+9.7pp | 80.5%+5.2pp | 67.7%+18.1pp |
| Annual return | 15.82% | 22.82%-7.0pp | 23.93%-8.1pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,223 | $4,015-69.5% | $4,679-73.9% | $2,757-55.6% |
| Participant deferral / active EE | $1,726 | $5,463-68.4% | $6,628-74.0% | $4,299-59.8% |
| Admin fee / account holder | $893 | $6,527-86.3% | $9,354-90.5% | $6,924-87.1% |