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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 | $21,734 | $60,349-64.0% | $74,184-70.7% | $62,881-65.4% |
| Participation rate | 76.7% | 72.7%+3.9pp | 76.6%0pp | 69.3%+7.4pp |
| Annual return | 7.54% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,089 | $1,680-35.2% | $2,370-54.1% | $2,281-52.3% |
| Participant deferral / active EE | $1,198 | $2,856-58.1% | $3,550-66.2% | $3,203-62.6% |
| Admin fee / account holder | $5,289 | $4,261+24.1% | $5,586-5.3% | $4,296+23.1% |