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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 | $99,875-85.6% | $146,866-90.2% | $86,983-83.4% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.5%-10.0pp | 69.5%+3.0pp |
| Annual return | 20.02% | 28.10%-8.1pp | 102.85%-82.8pp | 25.83%-5.8pp |
| Employer contribution / active EE | $1,269 | $3,224-60.6% | $4,425-71.3% | $2,584-50.9% |
| Participant deferral / active EE | $1,662 | $6,322-73.7% | $7,759-78.6% | $4,194-60.4% |
| Admin fee / account holder | $621 | $7,838-92.1% | $13,620-95.4% | $7,856-92.1% |