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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 | $27,384 | $83,898-67.4% | $133,346-79.5% | $94,015-70.9% |
| Participation rate | 73.1% | 63.4%+9.8pp | 72.8%+0.3pp | 70.8%+2.3pp |
| Annual return | 11.54% | 16.00%-4.5pp | 36.85%-25.3pp | 17.84%-6.3pp |
| Employer contribution / active EE | $588 | $1,821-67.7% | $2,853-79.4% | $2,790-78.9% |
| Participant deferral / active EE | $950 | $3,245-70.7% | $4,332-78.1% | $4,249-77.6% |
| Admin fee / account holder | $1,075 | $7,809-86.2% | $14,264-92.5% | $8,951-88.0% |