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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 | $13,063 | $77,523-83.1% | $100,383-87.0% | $80,874-83.8% |
| Participation rate | 70.7% | 77.0%-6.2pp | 81.5%-10.8pp | 67.6%+3.1pp |
| Annual return | 17.73% | 37.21%-19.5pp | 49.26%-31.5pp | 35.62%-17.9pp |
| Employer contribution / active EE | $3,262 | $2,801+16.4% | $3,944-17.3% | $2,756+18.4% |
| Participant deferral / active EE | $1,546 | $6,822-77.3% | $8,086-80.9% | $4,297-64.0% |
| Admin fee / account holder | $557 | $5,899-90.6% | $7,900-93.0% | $6,935-92.0% |