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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 | $21,269 | $80,992-73.7% | $96,534-78.0% | $75,173-71.7% |
| Participation rate | 89.6% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.4pp |
| Annual return | 14.07% | 27.05%-13.0pp | 25.88%-11.8pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,019 | $2,283-55.4% | $2,965-65.7% | $2,671-61.9% |
| Participant deferral / active EE | $1,279 | $3,929-67.5% | $4,851-73.6% | $4,126-69.0% |
| Admin fee / account holder | $3,920 | $6,717-41.6% | $8,253-52.5% | $5,651-30.6% |