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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 | $20,801 | $87,132-76.1% | $105,624-80.3% | $80,959-74.3% |
| Participation rate | 90.1% | 70.4%+19.7pp | 75.3%+14.9pp | 67.7%+22.5pp |
| Annual return | 12.19% | 17.03%-4.8pp | 116.20%-104.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $3,836 | $2,397+60.0% | $3,168+21.1% | $2,757+39.1% |
| Participant deferral / active EE | $1,355 | $3,985-66.0% | $5,013-73.0% | $4,300-68.5% |
| Admin fee / account holder | $1,668 | $8,449-80.3% | $10,961-84.8% | $6,925-75.9% |