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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 | $67,602-64.3% | $82,312-70.7% | $70,126-65.6% |
| Participation rate | 99.0% | 72.8%+26.2pp | 76.9%+22.1pp | 69.5%+29.4pp |
| Annual return | 18.15% | 21.57%-3.4pp | 25.88%-7.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,159 | $1,755-33.9% | $2,428-52.3% | $2,343-50.5% |
| Participant deferral / active EE | $1,073 | $2,987-64.1% | $3,706-71.1% | $3,332-67.8% |
| Admin fee / account holder | $368 | $4,512-91.8% | $5,608-93.4% | $4,645-92.1% |