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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 | $37,061 | $123,793-70.1% | $177,848-79.2% | $79,856-53.6% |
| Participation rate | 70.4% | 84.7%-14.3pp | 87.7%-17.3pp | 69.6%+0.7pp |
| Annual return | 22.00% | 22.82%-0.8pp | 48.33%-26.3pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,719 | $4,095-58.0% | $5,919-71.0% | $2,471-30.4% |
| Participant deferral / active EE | $2,103 | $5,956-64.7% | $7,714-72.7% | $3,741-43.8% |
| Admin fee / account holder | $608 | $7,243-91.6% | $12,431-95.1% | $5,306-88.5% |