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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 | $123,478-82.6% | $216,567-90.1% | $94,015-77.1% |
| Participation rate | 72.4% | 75.1%-2.7pp | 81.6%-9.2pp | 70.8%+1.6pp |
| Annual return | 13.74% | 23.61%-9.9pp | 12.94%+0.8pp | 17.84%-4.1pp |
| Employer contribution / active EE | $1,043 | $3,136-66.7% | $5,216-80.0% | $2,790-62.6% |
| Participant deferral / active EE | $1,918 | $4,556-57.9% | $6,191-69.0% | $4,249-54.9% |
| Admin fee / account holder | $3,877 | $12,753-69.6% | $21,981-82.4% | $8,951-56.7% |