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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 | $38,229 | $145,431-73.7% | $211,142-81.9% | $87,485-56.3% |
| Participation rate | 91.2% | 84.7%+6.4pp | 87.3%+3.9pp | 68.9%+22.2pp |
| Annual return | 19.43% | 27.21%-7.8pp | 46.84%-27.4pp | 26.06%-6.6pp |
| Employer contribution / active EE | $2,508 | $4,662-46.2% | $6,442-61.1% | $2,596-3.4% |
| Participant deferral / active EE | $3,014 | $6,859-56.1% | $9,284-67.5% | $4,274-29.5% |
| Admin fee / account holder | $1,251 | $17,052-92.7% | $19,076-93.4% | $7,775-83.9% |