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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 | $142,972-77.4% | $214,702-85.0% | $86,983-62.9% |
| Participation rate | 90.4% | 84.9%+5.5pp | 87.5%+2.9pp | 69.5%+20.8pp |
| Annual return | 16.86% | 18.49%-1.6pp | 54.55%-37.7pp | 25.83%-9.0pp |
| Employer contribution / active EE | $2,421 | $4,635-47.8% | $6,461-62.5% | $2,584-6.3% |
| Participant deferral / active EE | $3,099 | $6,568-52.8% | $9,147-66.1% | $4,194-26.1% |
| Admin fee / account holder | $3,524 | $17,617-80.0% | $19,830-82.2% | $7,856-55.1% |