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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 | $21,865 | $95,453-77.1% | $112,040-80.5% | $82,448-73.5% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.5%+19.9pp | 68.1%+28.4pp |
| Annual return | 14.28% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,163 | $2,318-6.7% | $2,954-26.8% | $2,551-15.2% |
| Participant deferral / active EE | $1,130 | $4,224-73.3% | $5,098-77.8% | $4,139-72.7% |
| Admin fee / account holder | $1,250 | $9,013-86.1% | $12,098-89.7% | $7,234-82.7% |