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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 | $15,413 | $93,617-83.5% | $135,982-88.7% | $75,177-79.5% |
| Participation rate | 73.6% | 75.2%-1.6pp | 81.9%-8.3pp | 67.2%+6.4pp |
| Annual return | 17.35% | 30.89%-13.5pp | 68.32%-51.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,830 | $3,538-48.3% | $4,859-62.3% | $2,671-31.5% |
| Participant deferral / active EE | $2,262 | $6,406-64.7% | $7,760-70.9% | $4,126-45.2% |
| Admin fee / account holder | $2,501 | $6,980-64.2% | $10,767-76.8% | $5,651-55.7% |