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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 | $34,309 | $138,393-75.2% | $184,256-81.4% | $80,959-57.6% |
| Participation rate | 94.0% | 83.9%+10.2pp | 86.8%+7.2pp | 67.7%+26.4pp |
| Annual return | 13.49% | 20.01%-6.5pp | 28.85%-15.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,620 | $4,847-66.6% | $6,427-74.8% | $2,757-41.3% |
| Participant deferral / active EE | $2,880 | $7,076-59.3% | $9,133-68.5% | $4,300-33.0% |
| Admin fee / account holder | $1,363 | $10,489-87.0% | $13,899-90.2% | $6,925-80.3% |