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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 | $19,526 | $80,983-75.9% | $96,544-79.8% | $75,177-74.0% |
| Participation rate | 98.4% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.2pp |
| Annual return | 17.82% | 27.05%-9.2pp | 25.88%-8.1pp | 160.75%-142.9pp |
| Employer contribution / active EE | $3,617 | $2,282+58.5% | $2,966+21.9% | $2,671+35.4% |
| Participant deferral / active EE | $1,215 | $3,929-69.1% | $4,851-75.0% | $4,126-70.6% |
| Admin fee / account holder | $2,751 | $6,717-59.0% | $8,254-66.7% | $5,651-51.3% |