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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 | $71,353-74.0% | $92,805-80.0% | $86,983-78.6% |
| Participation rate | 79.4% | 80.9%-1.5pp | 83.5%-4.1pp | 69.5%+9.9pp |
| Annual return | 17.24% | 44.68%-27.4pp | 31.59%-14.3pp | 25.83%-8.6pp |
| Employer contribution / active EE | $4,158 | $2,468+68.4% | $3,424+21.4% | $2,584+60.9% |
| Participant deferral / active EE | $840 | $6,966-87.9% | $8,448-90.1% | $4,194-80.0% |
| Admin fee / account holder | $3,591 | $6,099-41.1% | $10,911-67.1% | $7,856-54.3% |