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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 | $19,974 | $97,648-79.5% | $121,663-83.6% | $87,485-77.2% |
| Participation rate | 96.0% | 70.5%+25.5pp | 74.5%+21.5pp | 68.9%+27.1pp |
| Annual return | 14.98% | 18.03%-3.0pp | 147.54%-132.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,492 | $2,300-35.1% | $3,020-50.6% | $2,596-42.5% |
| Participant deferral / active EE | $1,402 | $3,923-64.3% | $4,887-71.3% | $4,274-67.2% |
| Admin fee / account holder | $6,743 | $11,100-39.3% | $14,289-52.8% | $7,775-13.3% |