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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 | $24,633 | $95,404-74.2% | $113,397-78.3% | $82,637-70.2% |
| Participation rate | 96.7% | 72.8%+23.8pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 14.41% | 19.08%-4.7pp | 23.20%-8.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,430 | $2,307+5.4% | $2,977-18.4% | $2,552-4.8% |
| Participant deferral / active EE | $1,876 | $4,220-55.5% | $5,076-63.0% | $4,126-54.5% |
| Admin fee / account holder | $4,640 | $9,168-49.4% | $11,957-61.2% | $7,339-36.8% |