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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 | $26,194 | $86,919-69.9% | $102,457-74.4% | $80,911-67.6% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.1pp |
| Annual return | 11.47% | 18.90%-7.4pp | 29.41%-17.9pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,424 | $2,368-39.9% | $3,022-52.9% | $2,756-48.3% |
| Participant deferral / active EE | $1,720 | $4,119-58.2% | $5,054-66.0% | $4,297-60.0% |
| Admin fee / account holder | $2,234 | $8,049-72.2% | $9,451-76.4% | $6,935-67.8% |