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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 | $36,200 | $109,359-66.9% | $162,185-77.7% | $72,976-50.4% |
| Participation rate | 98.6% | 84.3%+14.4pp | 87.6%+11.1pp | 69.5%+29.2pp |
| Annual return | 18.57% | 25.46%-6.9pp | 115.61%-97.0pp | 81.02%-62.4pp |
| Employer contribution / active EE | $3,004 | $3,907-23.1% | $5,613-46.5% | $2,440+23.1% |
| Participant deferral / active EE | $2,297 | $5,481-58.1% | $7,297-68.5% | $3,608-36.3% |
| Admin fee / account holder | $3,550 | $7,972-55.5% | $10,844-67.3% | $5,124-30.7% |