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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 | $31,627 | $95,453-66.9% | $112,040-71.8% | $82,448-61.6% |
| Participation rate | 71.7% | 72.8%-1.1pp | 76.5%-4.8pp | 68.1%+3.6pp |
| Annual return | 12.82% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,109 | $2,318-52.2% | $2,954-62.5% | $2,551-56.5% |
| Participant deferral / active EE | $1,285 | $4,224-69.6% | $5,098-74.8% | $4,139-69.0% |
| Admin fee / account holder | $881 | $9,013-90.2% | $12,098-92.7% | $7,234-87.8% |