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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 | $95,404-70.5% | $113,397-75.2% | $82,637-66.0% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.5%+21.0pp | 68.1%+29.4pp |
| Annual return | 12.73% | 19.08%-6.3pp | 23.20%-10.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,360 | $2,307-41.0% | $2,977-54.3% | $2,552-46.7% |
| Participant deferral / active EE | $1,783 | $4,220-57.8% | $5,076-64.9% | $4,126-56.8% |
| Admin fee / account holder | $5,812 | $9,168-36.6% | $11,957-51.4% | $7,339-20.8% |