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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 | $11,232 | $72,492-84.5% | $87,102-87.1% | $72,983-84.6% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 18.89% | 24.46%-5.6pp | 28.19%-9.3pp | 81.01%-62.1pp |
| Employer contribution / active EE | $682 | $1,894-64.0% | $2,521-73.0% | $2,440-72.1% |
| Participant deferral / active EE | $557 | $3,270-83.0% | $4,048-86.2% | $3,608-84.6% |
| Admin fee / account holder | $333 | $5,055-93.4% | $7,491-95.6% | $5,124-93.5% |