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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 | $97,550-69.0% | $120,344-74.8% | $87,485-65.4% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.7%+16.3pp | 68.9%+24.1pp |
| Annual return | 16.08% | 18.41%-2.3pp | 20.30%-4.2pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,244 | $2,291-45.7% | $3,020-58.8% | $2,596-52.1% |
| Participant deferral / active EE | $1,497 | $4,230-64.6% | $5,135-70.9% | $4,274-65.0% |
| Admin fee / account holder | $2,166 | $9,543-77.3% | $12,742-83.0% | $7,775-72.1% |