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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 | $30,429 | $123,478-75.4% | $216,567-85.9% | $94,015-67.6% |
| Participation rate | 96.2% | 75.1%+21.1pp | 81.6%+14.6pp | 70.8%+25.4pp |
| Annual return | 10.47% | 23.61%-13.1pp | 12.94%-2.5pp | 17.84%-7.4pp |
| Employer contribution / active EE | $1,476 | $3,136-52.9% | $5,216-71.7% | $2,790-47.1% |
| Participant deferral / active EE | $1,289 | $4,556-71.7% | $6,191-79.2% | $4,249-69.7% |
| Admin fee / account holder | $4,924 | $12,753-61.4% | $21,981-77.6% | $8,951-45.0% |