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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 | $31,020 | $108,825-71.5% | $156,181-80.1% | $82,448-62.4% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 14.00% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,647 | $2,870-42.6% | $4,294-61.6% | $2,551-35.4% |
| Participant deferral / active EE | $1,796 | $4,577-60.8% | $6,132-70.7% | $4,139-56.6% |
| Admin fee / account holder | $2,472 | $9,341-73.5% | $14,586-83.1% | $7,234-65.8% |