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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 | $29,963 | $101,795-70.6% | $165,100-81.9% | $80,959-63.0% |
| Participation rate | 76.7% | 71.8%+4.8pp | 78.6%-2.0pp | 67.7%+9.0pp |
| Annual return | 21.84% | 16.73%+5.1pp | 70.21%-48.4pp | 35.67%-13.8pp |
| Employer contribution / active EE | $1,667 | $2,954-43.6% | $4,348-61.7% | $2,757-39.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,470 | $8,221-82.1% | $12,696-88.4% | $6,925-78.8% |