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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 | $10,691 | $146,267-92.7% | $197,124-94.6% | $82,448-87.0% |
| Participation rate | 88.6% | 84.0%+4.6pp | 86.7%+1.9pp | 68.1%+20.5pp |
| Annual return | 16.60% | 29.61%-13.0pp | 44.34%-27.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,754 | $4,723-62.9% | $6,227-71.8% | $2,551-31.2% |
| Participant deferral / active EE | $2,407 | $7,035-65.8% | $9,135-73.6% | $4,139-41.8% |
| Admin fee / account holder | $1,361 | $14,422-90.6% | $16,298-91.6% | $7,234-81.2% |