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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 | $32,252 | $146,267-77.9% | $197,124-83.6% | $82,448-60.9% |
| Participation rate | 90.4% | 84.0%+6.4pp | 86.7%+3.7pp | 68.1%+22.3pp |
| Annual return | 16.86% | 29.61%-12.8pp | 44.34%-27.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,421 | $4,723-48.8% | $6,227-61.1% | $2,551-5.1% |
| Participant deferral / active EE | $3,099 | $7,035-55.9% | $9,135-66.1% | $4,139-25.1% |
| Admin fee / account holder | $3,524 | $14,422-75.6% | $16,298-78.4% | $7,234-51.3% |