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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 | $30,273 | $95,453-68.3% | $112,040-73.0% | $82,448-63.3% |
| Participation rate | 93.0% | 72.8%+20.3pp | 76.5%+16.5pp | 68.1%+25.0pp |
| Annual return | 16.08% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,244 | $2,318-46.3% | $2,954-57.9% | $2,551-51.2% |
| Participant deferral / active EE | $1,497 | $4,224-64.6% | $5,098-70.6% | $4,139-63.8% |
| Admin fee / account holder | $2,166 | $9,013-76.0% | $12,098-82.1% | $7,234-70.1% |