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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 | $114,712-85.4% | $173,730-90.4% | $87,485-80.9% |
| Participation rate | 89.3% | 73.0%+16.3pp | 79.6%+9.7pp | 68.9%+20.4pp |
| Annual return | 17.00% | 20.18%-3.2pp | 19.96%-3.0pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,002 | $2,904-65.5% | $4,577-78.1% | $2,596-61.4% |
| Participant deferral / active EE | $1,723 | $4,642-62.9% | $6,326-72.8% | $4,274-59.7% |
| Admin fee / account holder | $3,335 | $10,210-67.3% | $17,523-81.0% | $7,775-57.1% |