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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 | $24,136 | $80,992-70.2% | $96,534-75.0% | $75,173-67.9% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | 23.31% | 27.05%-3.7pp | 25.88%-2.6pp | 160.72%-137.4pp |
| Employer contribution / active EE | $1,411 | $2,283-38.2% | $2,965-52.4% | $2,671-47.2% |
| Participant deferral / active EE | $1,269 | $3,929-67.7% | $4,851-73.8% | $4,126-69.2% |
| Admin fee / account holder | $3,941 | $6,717-41.3% | $8,253-52.2% | $5,651-30.3% |