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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 | $16,870 | $82,879-79.6% | $96,576-82.5% | $67,986-75.2% |
| Participation rate | 74.0% | 75.2%-1.2pp | 81.4%-7.4pp | 57.2%+16.8pp |
| Annual return | 19.86% | 36.90%-17.0pp | 38.47%-18.6pp | 31.67%-11.8pp |
| Employer contribution / active EE | $1,719 | $2,727-37.0% | $3,553-51.6% | $2,019-14.9% |
| Participant deferral / active EE | $2,412 | $6,976-65.4% | $7,956-69.7% | $3,358-28.2% |
| Admin fee / account holder | $1,442 | $2,783-48.2% | $11,381-87.3% | $3,203-55.0% |