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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 | $94,436-78.8% | $115,599-82.7% | $82,637-75.8% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.3%+21.7pp | 68.1%+27.9pp |
| Annual return | 14.98% | 18.37%-3.4pp | 111.10%-96.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,492 | $2,324-35.8% | $2,955-49.5% | $2,552-41.5% |
| Participant deferral / active EE | $1,402 | $3,955-64.5% | $4,889-71.3% | $4,126-66.0% |
| Admin fee / account holder | $6,743 | $10,328-34.7% | $12,841-47.5% | $7,339-8.1% |