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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 | $9,295 | $72,486-87.2% | $87,103-89.3% | $72,976-87.3% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.8pp |
| Annual return | 23.26% | 24.46%-1.2pp | 28.19%-4.9pp | 81.02%-57.8pp |
| Employer contribution / active EE | $1,522 | $1,894-19.6% | $2,521-39.6% | $2,440-37.6% |
| Participant deferral / active EE | $1,079 | $3,270-67.0% | $4,049-73.3% | $3,608-70.1% |
| Admin fee / account holder | $313 | $5,055-93.8% | $7,491-95.8% | $5,124-93.9% |