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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 | $18,967 | $72,486-73.8% | $87,103-78.2% | $72,976-74.0% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 17.63% | 24.46%-6.8pp | 28.19%-10.6pp | 81.02%-63.4pp |
| Employer contribution / active EE | $1,071 | $1,894-43.4% | $2,521-57.5% | $2,440-56.1% |
| Participant deferral / active EE | $723 | $3,270-77.9% | $4,049-82.1% | $3,608-80.0% |
| Admin fee / account holder | $1,578 | $5,055-68.8% | $7,491-78.9% | $5,124-69.2% |