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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 | $26,538 | $80,992-67.2% | $96,534-72.5% | $75,173-64.7% |
| Participation rate | 98.3% | 71.8%+26.5pp | 76.0%+22.4pp | 67.2%+31.1pp |
| Annual return | 17.60% | 27.05%-9.4pp | 25.88%-8.3pp | 160.72%-143.1pp |
| Employer contribution / active EE | $2,500 | $2,283+9.5% | $2,965-15.7% | $2,671-6.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $530 | $6,717-92.1% | $8,253-93.6% | $5,651-90.6% |