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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 | $18,391 | $72,486-74.6% | $87,103-78.9% | $72,976-74.8% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.8pp |
| Annual return | 20.35% | 24.46%-4.1pp | 28.19%-7.8pp | 81.02%-60.7pp |
| Employer contribution / active EE | $583 | $1,894-69.2% | $2,521-76.9% | $2,440-76.1% |
| Participant deferral / active EE | $673 | $3,270-79.4% | $4,049-83.4% | $3,608-81.3% |
| Admin fee / account holder | $3,183 | $5,055-37.0% | $7,491-57.5% | $5,124-37.9% |