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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 | $25,141 | $97,550-74.2% | $120,344-79.1% | $87,485-71.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 12.99% | 18.41%-5.4pp | 20.30%-7.3pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,558 | $2,291-32.0% | $3,020-48.4% | $2,596-40.0% |
| Participant deferral / active EE | $1,865 | $4,230-55.9% | $5,135-63.7% | $4,274-56.3% |
| Admin fee / account holder | $6,932 | $9,543-27.4% | $12,742-45.6% | $7,775-10.8% |