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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 | $95,453-73.7% | $112,040-77.6% | $82,448-69.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.99% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,558 | $2,318-32.8% | $2,954-47.3% | $2,551-38.9% |
| Participant deferral / active EE | $1,865 | $4,224-55.8% | $5,098-63.4% | $4,139-54.9% |
| Admin fee / account holder | $6,932 | $9,013-23.1% | $12,098-42.7% | $7,234-4.2% |