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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 | $29,731 | $109,359-72.8% | $162,177-81.7% | $72,975-59.3% |
| Participation rate | 85.5% | 84.3%+1.3pp | 87.6%-2.0pp | 69.5%+16.0pp |
| Annual return | 17.48% | 25.46%-8.0pp | 115.60%-98.1pp | 81.01%-63.5pp |
| Employer contribution / active EE | $1,573 | $3,907-59.7% | $5,613-72.0% | $2,440-35.5% |
| Participant deferral / active EE | $1,977 | $5,481-63.9% | $7,297-72.9% | $3,608-45.2% |
| Admin fee / account holder | $2,593 | $7,972-67.5% | $10,843-76.1% | $5,124-49.4% |