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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 | $106,864-88.0% | $147,318-91.3% | $82,637-84.5% |
| Participation rate | 76.5% | 75.5%+1.0pp | 82.1%-5.6pp | 68.1%+8.4pp |
| Annual return | 18.40% | 27.49%-9.1pp | 70.43%-52.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,206 | $3,417-64.7% | $4,593-73.7% | $2,552-52.7% |
| Participant deferral / active EE | $2,373 | $6,496-63.5% | $7,906-70.0% | $4,126-42.5% |
| Admin fee / account holder | $573 | $8,415-93.2% | $13,708-95.8% | $7,339-92.2% |