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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 | $95,404-84.7% | $113,397-87.1% | $82,637-82.3% |
| Participation rate | 78.3% | 72.8%+5.4pp | 76.5%+1.8pp | 68.1%+10.2pp |
| Annual return | 15.99% | 19.08%-3.1pp | 23.20%-7.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,597 | $2,307-30.8% | $2,977-46.4% | $2,552-37.4% |
| Participant deferral / active EE | $1,865 | $4,220-55.8% | $5,076-63.3% | $4,126-54.8% |
| Admin fee / account holder | $3,257 | $9,168-64.5% | $11,957-72.8% | $7,339-55.6% |