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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 | $17,885 | $79,961-77.6% | $98,462-81.8% | $75,177-76.2% |
| Participation rate | 72.7% | 70.4%+2.4pp | 75.2%-2.4pp | 67.2%+5.5pp |
| Annual return | 18.18% | 19.75%-1.6pp | 21.17%-3.0pp | 160.75%-142.6pp |
| Employer contribution / active EE | $1,937 | $2,264-14.5% | $3,049-36.5% | $2,671-27.5% |
| Participant deferral / active EE | $1,308 | $3,753-65.2% | $4,738-72.4% | $4,126-68.3% |
| Admin fee / account holder | $3,741 | $6,842-45.3% | $8,875-57.8% | $5,651-33.8% |