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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 | $23,525 | $83,485-71.8% | $125,180-81.2% | $72,983-67.8% |
| Participation rate | 72.2% | 73.3%-1.1pp | 79.8%-7.6pp | 69.5%+2.7pp |
| Annual return | 17.14% | 25.78%-8.6pp | 43.79%-26.6pp | 81.01%-63.9pp |
| Employer contribution / active EE | $1,054 | $2,346-55.0% | $3,866-72.7% | $2,440-56.8% |
| Participant deferral / active EE | $1,064 | $3,586-70.3% | $4,937-78.5% | $3,608-70.5% |
| Admin fee / account holder | $2,851 | $5,518-48.3% | $9,703-70.6% | $5,124-44.4% |