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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 | $14,414 | $106,864-86.5% | $147,318-90.2% | $82,637-82.6% |
| Participation rate | 72.5% | 75.5%-3.0pp | 82.1%-9.6pp | 68.1%+4.4pp |
| Annual return | 20.02% | 27.49%-7.5pp | 70.43%-50.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,269 | $3,417-62.9% | $4,593-72.4% | $2,552-50.3% |
| Participant deferral / active EE | $1,662 | $6,496-74.4% | $7,906-79.0% | $4,126-59.7% |
| Admin fee / account holder | $621 | $8,415-92.6% | $13,708-95.5% | $7,339-91.5% |