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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 | $20,160 | $76,371-73.6% | $93,621-78.5% | $72,975-72.4% |
| Participation rate | 79.5% | 71.8%+7.8pp | 75.8%+3.7pp | 69.5%+10.1pp |
| Annual return | 21.71% | 25.82%-4.1pp | 32.76%-11.0pp | 81.01%-59.3pp |
| Employer contribution / active EE | $3,993 | $2,276+75.5% | $2,719+46.9% | $2,440+63.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $300 | $6,839-95.6% | $7,890-96.2% | $5,124-94.1% |