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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 | $20,854 | $86,949-76.0% | $102,460-79.6% | $80,959-74.2% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-1.0pp | 67.7%+7.9pp |
| Annual return | 10.72% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,398 | $2,370-41.0% | $3,025-53.8% | $2,757-49.3% |
| Participant deferral / active EE | $1,773 | $4,121-57.0% | $5,056-64.9% | $4,300-58.8% |
| Admin fee / account holder | $1,333 | $8,048-83.4% | $9,460-85.9% | $6,925-80.7% |