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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 | $33,754 | $97,550-65.4% | $120,344-72.0% | $87,485-61.4% |
| Participation rate | 86.7% | 72.8%+13.8pp | 76.7%+10.0pp | 68.9%+17.7pp |
| Annual return | 19.13% | 18.41%+0.7pp | 20.30%-1.2pp | 26.06%-6.9pp |
| Employer contribution / active EE | $3,969 | $2,291+73.3% | $3,020+31.4% | $2,596+52.9% |
| Participant deferral / active EE | $907 | $4,230-78.6% | $5,135-82.3% | $4,274-78.8% |
| Admin fee / account holder | $2,022 | $9,543-78.8% | $12,742-84.1% | $7,775-74.0% |