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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 | $13,415 | $72,486-81.5% | $87,103-84.6% | $72,976-81.6% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.9%-4.0pp | 69.5%+3.4pp |
| Annual return | 16.98% | 24.46%-7.5pp | 28.19%-11.2pp | 81.02%-64.0pp |
| Employer contribution / active EE | $585 | $1,894-69.1% | $2,521-76.8% | $2,440-76.0% |
| Participant deferral / active EE | $1,431 | $3,270-56.2% | $4,049-64.7% | $3,608-60.3% |
| Admin fee / account holder | $1,247 | $5,055-75.3% | $7,491-83.4% | $5,124-75.7% |