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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 | $32,980 | $116,462-71.7% | $300,297-89.0% | $116,462-71.7% |
| Participation rate | 76.7% | 74.7%+2.0pp | 83.3%-6.6pp | 74.7%+2.0pp |
| Annual return | 12.48% | 15.65%-3.2pp | 6.06%+6.4pp | 15.65%-3.2pp |
| Employer contribution / active EE | $924 | $3,231-71.4% | $4,605-79.9% | $3,231-71.4% |
| Participant deferral / active EE | $1,348 | $3,836-64.9% | $4,511-70.1% | $3,836-64.9% |
| Admin fee / account holder | $2,780 | $12,754-78.2% | $16,510-83.2% | $12,754-78.2% |