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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 | $9,171 | $106,864-91.4% | $147,318-93.8% | $82,637-88.9% |
| Participation rate | 72.0% | 75.5%-3.5pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 16.51% | 27.49%-11.0pp | 70.43%-53.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,123 | $3,417-67.1% | $4,593-75.5% | $2,552-56.0% |
| Participant deferral / active EE | $2,109 | $6,496-67.5% | $7,906-73.3% | $4,126-48.9% |
| Admin fee / account holder | $1,061 | $8,415-87.4% | $13,708-92.3% | $7,339-85.5% |