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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 | $28,480 | $83,485-65.9% | $125,180-77.2% | $72,983-61.0% |
| Participation rate | 70.5% | 73.3%-2.8pp | 79.8%-9.3pp | 69.5%+1.0pp |
| Annual return | 18.76% | 25.78%-7.0pp | 43.79%-25.0pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,882 | $2,346-19.8% | $3,866-51.3% | $2,440-22.9% |
| Participant deferral / active EE | $1,269 | $3,586-64.6% | $4,937-74.3% | $3,608-64.8% |
| Admin fee / account holder | $3,502 | $5,518-36.5% | $9,703-63.9% | $5,124-31.7% |