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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 | $18,054 | $106,524-83.1% | $152,301-88.1% | $87,485-79.4% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.4%-6.4pp | 68.9%+7.1pp |
| Annual return | 14.46% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,017 | $3,371-69.8% | $4,624-78.0% | $2,596-60.8% |
| Participant deferral / active EE | $1,921 | $6,525-70.6% | $8,004-76.0% | $4,274-55.0% |
| Admin fee / account holder | $3,565 | $8,287-57.0% | $14,398-75.2% | $7,775-54.2% |