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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 | $41,148 | $145,431-71.7% | $211,142-80.5% | $87,485-53.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 13.44% | 27.21%-13.8pp | 46.84%-33.4pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,621 | $4,662-65.2% | $6,442-74.8% | $2,596-37.6% |
| Participant deferral / active EE | $1,339 | $6,859-80.5% | $9,284-85.6% | $4,274-68.7% |
| Admin fee / account holder | $3,121 | $17,052-81.7% | $19,076-83.6% | $7,775-59.9% |