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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 | $28,674 | $123,793-76.8% | $177,848-83.9% | $79,856-64.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 15.59% | 22.82%-7.2pp | 48.33%-32.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,233 | $4,095-45.5% | $5,919-62.3% | $2,471-9.7% |
| Participant deferral / active EE | $2,384 | $5,956-60.0% | $7,714-69.1% | $3,741-36.3% |
| Admin fee / account holder | $2,160 | $7,243-70.2% | $12,431-82.6% | $5,306-59.3% |