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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 | $19,194 | $88,707-78.4% | $74,184-74.1% | $273,972-93.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.23% | 11.94%-5.7pp | 17.74%-11.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,356 | $3,159-57.1% | $2,370-42.8% | $4,869-72.1% |
| Participant deferral / active EE | $611 | $4,212-85.5% | $3,550-82.8% | $5,287-88.4% |
| Admin fee / account holder | $1,896 | $8,717-78.3% | $5,586-66.1% | $10,133-81.3% |