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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 | $25,865 | $101,798-74.6% | $165,071-84.3% | $80,935-68.0% |
| Participation rate | 71.1% | 71.8%-0.7pp | 78.6%-7.5pp | 67.7%+3.5pp |
| Annual return | 13.22% | 16.73%-3.5pp | 70.17%-56.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,032 | $2,954-65.1% | $4,347-76.3% | $2,757-62.6% |
| Participant deferral / active EE | $1,549 | $4,476-65.4% | $6,035-74.3% | $4,299-64.0% |
| Admin fee / account holder | $2,723 | $8,221-66.9% | $12,695-78.5% | $6,924-60.7% |