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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 | $16,705 | $115,931-85.6% | $185,441-91.0% | $86,983-80.8% |
| Participation rate | 89.3% | 73.6%+15.7pp | 80.3%+9.0pp | 69.5%+19.7pp |
| Annual return | 17.00% | 21.47%-4.5pp | 20.16%-3.2pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,002 | $2,937-65.9% | $4,672-78.6% | $2,584-61.2% |
| Participant deferral / active EE | $1,723 | $4,551-62.1% | $6,152-72.0% | $4,194-58.9% |
| Admin fee / account holder | $3,335 | $10,687-68.8% | $17,890-81.4% | $7,856-57.6% |