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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 | $146,267-73.9% | $197,124-80.6% | $82,448-53.6% |
| Participation rate | 91.2% | 84.0%+7.2pp | 86.7%+4.5pp | 68.1%+23.1pp |
| Annual return | 19.43% | 29.61%-10.2pp | 44.34%-24.9pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,508 | $4,723-46.9% | $6,227-59.7% | $2,551-1.7% |
| Participant deferral / active EE | $3,014 | $7,035-57.2% | $9,135-67.0% | $4,139-27.2% |
| Admin fee / account holder | $1,251 | $14,422-91.3% | $16,298-92.3% | $7,234-82.7% |