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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 | $10,478 | $96,052-89.1% | $118,106-91.1% | $87,485-88.0% |
| Participation rate | 88.9% | 77.0%+11.9pp | 81.9%+7.0pp | 68.9%+20.0pp |
| Annual return | 18.32% | 24.16%-5.8pp | 19.44%-1.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,552 | $3,939-60.6% | $4,698-67.0% | $2,596-40.2% |
| Participant deferral / active EE | $1,834 | $5,793-68.3% | $6,619-72.3% | $4,274-57.1% |
| Admin fee / account holder | $876 | $7,618-88.5% | $8,973-90.2% | $7,775-88.7% |