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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 | $30,011 | $138,386-78.3% | $184,260-83.7% | $80,935-62.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 86.8%-16.8pp | 67.7%+2.3pp |
| Annual return | 17.78% | 20.02%-2.2pp | 28.84%-11.1pp | 35.66%-17.9pp |
| Employer contribution / active EE | $1,984 | $4,851-59.1% | $6,427-69.1% | $2,757-28.0% |
| Participant deferral / active EE | $2,744 | $7,076-61.2% | $9,133-70.0% | $4,299-36.2% |
| Admin fee / account holder | $587 | $10,489-94.4% | $13,898-95.8% | $6,924-91.5% |