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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 | $20,923 | $97,550-78.6% | $120,344-82.6% | $87,485-76.1% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.7%+19.7pp | 68.9%+27.5pp |
| Annual return | 15.57% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,133 | $2,291-50.5% | $3,020-62.5% | $2,596-56.3% |
| Participant deferral / active EE | $769 | $4,230-81.8% | $5,135-85.0% | $4,274-82.0% |
| Admin fee / account holder | $433 | $9,543-95.5% | $12,742-96.6% | $7,775-94.4% |