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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 | $16,450 | $95,453-82.8% | $112,040-85.3% | $82,448-80.0% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.5%0pp | 68.1%+8.4pp |
| Annual return | 14.68% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $950 | $2,318-59.0% | $2,954-67.8% | $2,551-62.7% |
| Participant deferral / active EE | $1,696 | $4,224-59.8% | $5,098-66.7% | $4,139-59.0% |
| Admin fee / account holder | $1,298 | $9,013-85.6% | $12,098-89.3% | $7,234-82.1% |