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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 | $23,334 | $79,961-70.8% | $98,462-76.3% | $75,177-69.0% |
| Participation rate | 77.2% | 70.4%+6.8pp | 75.2%+2.0pp | 67.2%+10.0pp |
| Annual return | 20.58% | 19.75%+0.8pp | 21.17%-0.6pp | 160.75%-140.2pp |
| Employer contribution / active EE | $990 | $2,264-56.3% | $3,049-67.5% | $2,671-62.9% |
| Participant deferral / active EE | $1,544 | $3,753-58.9% | $4,738-67.4% | $4,126-62.6% |
| Admin fee / account holder | $1,645 | $6,842-76.0% | $8,875-81.5% | $5,651-70.9% |