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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 | $25,016 | $95,453-73.8% | $112,040-77.7% | $82,448-69.7% |
| Participation rate | 94.6% | 72.8%+21.9pp | 76.5%+18.2pp | 68.1%+26.6pp |
| Annual return | 20.86% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,444 | $2,318-37.7% | $2,954-51.1% | $2,551-43.4% |
| Participant deferral / active EE | $1,307 | $4,224-69.1% | $5,098-74.4% | $4,139-68.4% |
| Admin fee / account holder | $2,613 | $9,013-71.0% | $12,098-78.4% | $7,234-63.9% |