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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 | $18,582 | $78,197-76.2% | $98,090-81.1% | $82,637-77.5% |
| Participation rate | 79.4% | 77.5%+1.9pp | 81.5%-2.1pp | 68.1%+11.4pp |
| Annual return | 17.24% | 40.25%-23.0pp | 37.05%-19.8pp | 53.51%-36.3pp |
| Employer contribution / active EE | $4,158 | $2,605+59.6% | $3,606+15.3% | $2,552+62.9% |
| Participant deferral / active EE | $840 | $6,636-87.3% | $7,845-89.3% | $4,126-79.6% |
| Admin fee / account holder | $3,591 | $14,832-75.8% | $11,815-69.6% | $7,339-51.1% |