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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 | $29,781 | $138,393-78.5% | $184,256-83.8% | $80,959-63.2% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.7%+24.3pp |
| Annual return | 11.95% | 20.01%-8.1pp | 28.85%-16.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,828 | $4,847-41.7% | $6,427-56.0% | $2,757+2.6% |
| Participant deferral / active EE | $2,825 | $7,076-60.1% | $9,133-69.1% | $4,300-34.3% |
| Admin fee / account holder | $18,595 | $10,489+77.3% | $13,899+33.8% | $6,925+168.5% |