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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 | $21,508 | $108,825-80.2% | $156,181-86.2% | $82,448-73.9% |
| Participation rate | 72.4% | 72.4%0pp | 78.8%-6.4pp | 68.1%+4.3pp |
| Annual return | 13.74% | 20.59%-6.9pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,043 | $2,870-63.6% | $4,294-75.7% | $2,551-59.1% |
| Participant deferral / active EE | $1,918 | $4,577-58.1% | $6,132-68.7% | $4,139-53.7% |
| Admin fee / account holder | $3,877 | $9,341-58.5% | $14,586-73.4% | $7,234-46.4% |