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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 | $24,506 | $80,985-69.7% | $96,576-74.6% | $75,181-67.4% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | 12.78% | 27.05%-14.3pp | 25.87%-13.1pp | 160.69%-147.9pp |
| Employer contribution / active EE | $1,561 | $2,282-31.6% | $2,965-47.3% | $2,671-41.5% |
| Participant deferral / active EE | $1,667 | $3,929-57.6% | $4,851-65.6% | $4,126-59.6% |
| Admin fee / account holder | $5,096 | $6,719-24.1% | $8,253-38.2% | $5,650-9.8% |