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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 | $12,787 | $106,749-88.0% | $145,433-91.2% | $82,448-84.5% |
| Participation rate | 76.5% | 75.6%+0.8pp | 82.1%-5.6pp | 68.1%+8.4pp |
| Annual return | 18.40% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,206 | $3,444-65.0% | $4,554-73.5% | $2,551-52.7% |
| Participant deferral / active EE | $2,373 | $6,519-63.6% | $7,897-70.0% | $4,139-42.7% |
| Admin fee / account holder | $573 | $8,390-93.2% | $13,129-95.6% | $7,234-92.1% |