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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 | $78,520-76.3% | $96,576-80.8% | $82,448-77.5% |
| Participation rate | 79.4% | 77.7%+1.7pp | 81.4%-2.0pp | 68.1%+11.3pp |
| Annual return | 17.24% | 41.30%-24.1pp | 38.47%-21.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $4,158 | $2,630+58.1% | $3,553+17.0% | $2,551+63.0% |
| Participant deferral / active EE | $840 | $6,754-87.6% | $7,956-89.4% | $4,139-79.7% |
| Admin fee / account holder | $3,591 | $13,455-73.3% | $11,381-68.5% | $7,234-50.4% |