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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 | $27,006 | $86,938-68.9% | $102,423-73.6% | $80,925-66.6% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.7%+22.0pp |
| Annual return | 11.91% | 18.89%-7.0pp | 29.42%-17.5pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,780 | $2,369-24.9% | $3,023-41.1% | $2,756-35.4% |
| Participant deferral / active EE | $1,125 | $4,120-72.7% | $5,054-77.7% | $4,299-73.8% |
| Admin fee / account holder | $363 | $8,053-95.5% | $9,455-96.2% | $6,940-94.8% |