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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 | $28,134 | $100,194-71.9% | $122,979-77.1% | $86,983-67.7% |
| Participation rate | 97.5% | 73.0%+24.5pp | 77.2%+20.3pp | 69.5%+27.9pp |
| Annual return | 12.73% | 16.47%-3.7pp | 20.12%-7.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $1,360 | $2,326-41.5% | $3,062-55.6% | $2,584-47.4% |
| Participant deferral / active EE | $1,783 | $4,133-56.9% | $5,003-64.4% | $4,194-57.5% |
| Admin fee / account holder | $5,812 | $10,148-42.7% | $12,864-54.8% | $7,856-26.0% |