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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 | $14,111 | $62,586-77.5% | $76,766-81.6% | $64,181-78.0% |
| Participation rate | 91.2% | 72.8%+18.4pp | 77.0%+14.2pp | 69.6%+21.6pp |
| Annual return | 10.00% | -1.95%+11.9pp | 2.43%+7.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $903 | $1,832-50.7% | $2,485-63.7% | $2,381-62.1% |
| Participant deferral / active EE | $830 | $3,145-73.6% | $3,851-78.5% | $3,470-76.1% |
| Admin fee / account holder | $612 | $4,667-86.9% | $6,675-90.8% | $4,887-87.5% |