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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 | $21,986 | $95,453-77.0% | $112,040-80.4% | $82,448-73.3% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.5%+20.7pp | 68.1%+29.2pp |
| Annual return | 13.13% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,248 | $2,318-46.2% | $2,954-57.8% | $2,551-51.1% |
| Participant deferral / active EE | $1,560 | $4,224-63.1% | $5,098-69.4% | $4,139-62.3% |
| Admin fee / account holder | $2,508 | $9,013-72.2% | $12,098-79.3% | $7,234-65.3% |