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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 | $142,972-73.3% | $214,702-82.2% | $86,983-56.1% |
| Participation rate | 91.2% | 84.9%+6.3pp | 87.5%+3.7pp | 69.5%+21.6pp |
| Annual return | 19.43% | 18.49%+0.9pp | 54.55%-35.1pp | 25.83%-6.4pp |
| Employer contribution / active EE | $2,508 | $4,635-45.9% | $6,461-61.2% | $2,584-3.0% |
| Participant deferral / active EE | $3,014 | $6,568-54.1% | $9,147-67.1% | $4,194-28.1% |
| Admin fee / account holder | $1,251 | $17,617-92.9% | $19,830-93.7% | $7,856-84.1% |