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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 | $106,749-83.1% | $145,433-87.6% | $82,448-78.1% |
| Participation rate | 76.0% | 75.6%+0.4pp | 82.1%-6.1pp | 68.1%+7.9pp |
| Annual return | 14.46% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,017 | $3,444-70.5% | $4,554-77.7% | $2,551-60.1% |
| Participant deferral / active EE | $1,921 | $6,519-70.5% | $7,897-75.7% | $4,139-53.6% |
| Admin fee / account holder | $3,565 | $8,390-57.5% | $13,129-72.8% | $7,234-50.7% |