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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 | $31,264 | $138,393-77.4% | $184,256-83.0% | $80,959-61.4% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.7%+24.6pp |
| Annual return | 11.84% | 20.01%-8.2pp | 28.85%-17.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,579 | $4,847-46.8% | $6,427-59.9% | $2,757-6.5% |
| Participant deferral / active EE | $3,110 | $7,076-56.0% | $9,133-65.9% | $4,300-27.7% |
| Admin fee / account holder | $6,893 | $10,489-34.3% | $13,899-50.4% | $6,925-0.5% |