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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 | $14,589 | $100,194-85.4% | $122,979-88.1% | $86,983-83.2% |
| Participation rate | 78.3% | 73.0%+5.3pp | 77.2%+1.1pp | 69.5%+8.7pp |
| Annual return | 15.99% | 16.47%-0.5pp | 20.12%-4.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,597 | $2,326-31.3% | $3,062-47.8% | $2,584-38.2% |
| Participant deferral / active EE | $1,865 | $4,133-54.9% | $5,003-62.7% | $4,194-55.5% |
| Admin fee / account holder | $3,257 | $10,148-67.9% | $12,864-74.7% | $7,856-58.5% |