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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 | $17,414 | $86,938-80.0% | $102,423-83.0% | $80,925-78.5% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.0pp | 67.7%+28.9pp |
| Annual return | 12.19% | 18.89%-6.7pp | 29.42%-17.2pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,907 | $2,369-19.5% | $3,023-36.9% | $2,756-30.8% |
| Participant deferral / active EE | $965 | $4,120-76.6% | $5,054-80.9% | $4,299-77.5% |
| Admin fee / account holder | $376 | $8,053-95.3% | $9,455-96.0% | $6,940-94.6% |