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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 | $19,575 | $99,875-80.4% | $146,866-86.7% | $86,983-77.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 19.08% | 28.10%-9.0pp | 102.85%-83.8pp | 25.83%-6.7pp |
| Employer contribution / active EE | $1,073 | $3,224-66.7% | $4,425-75.8% | $2,584-58.5% |
| Participant deferral / active EE | $1,974 | $6,322-68.8% | $7,759-74.6% | $4,194-52.9% |
| Admin fee / account holder | $927 | $7,838-88.2% | $13,620-93.2% | $7,856-88.2% |