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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 | $21,192 | $67,602-68.7% | $82,312-74.3% | $70,126-69.8% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.9%+14.5pp | 69.5%+21.8pp |
| Annual return | 14.73% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,262 | $1,755-28.1% | $2,428-48.0% | $2,343-46.1% |
| Participant deferral / active EE | $1,021 | $2,987-65.8% | $3,706-72.4% | $3,332-69.4% |
| Admin fee / account holder | $2,494 | $4,512-44.7% | $5,608-55.5% | $4,645-46.3% |