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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 | $39,731 | $138,393-71.3% | $184,256-78.4% | $80,959-50.9% |
| Participation rate | 90.9% | 83.9%+7.0pp | 86.8%+4.1pp | 67.7%+23.2pp |
| Annual return | 12.51% | 20.01%-7.5pp | 28.85%-16.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,280 | $4,847-53.0% | $6,427-64.5% | $2,757-17.3% |
| Participant deferral / active EE | $2,296 | $7,076-67.6% | $9,133-74.9% | $4,300-46.6% |
| Admin fee / account holder | $4,031 | $10,489-61.6% | $13,899-71.0% | $6,925-41.8% |