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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 | $26,153 | $138,393-81.1% | $184,256-85.8% | $80,959-67.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.7%+24.0pp |
| Annual return | 21.02% | 20.01%+1.0pp | 28.85%-7.8pp | 35.67%-14.7pp |
| Employer contribution / active EE | $3,128 | $4,847-35.5% | $6,427-51.3% | $2,757+13.5% |
| Participant deferral / active EE | $1,960 | $7,076-72.3% | $9,133-78.5% | $4,300-54.4% |
| Admin fee / account holder | $6,130 | $10,489-41.6% | $13,899-55.9% | $6,925-11.5% |