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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 | $11,401 | $77,460-85.3% | $100,378-88.6% | $80,925-85.9% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.2pp | 67.7%+19.0pp |
| Annual return | 12.87% | 37.24%-24.4pp | 49.41%-36.5pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,808 | $2,801-35.4% | $3,942-54.1% | $2,756-34.4% |
| Participant deferral / active EE | $2,601 | $6,818-61.9% | $8,087-67.8% | $4,299-39.5% |
| Admin fee / account holder | $1,778 | $5,887-69.8% | $7,899-77.5% | $6,940-74.4% |