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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 | $36,920 | $146,267-74.8% | $197,124-81.3% | $82,448-55.2% |
| Participation rate | 95.3% | 84.0%+11.3pp | 86.7%+8.6pp | 68.1%+27.3pp |
| Annual return | 13.94% | 29.61%-15.7pp | 44.34%-30.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,778 | $4,723-62.3% | $6,227-71.4% | $2,551-30.3% |
| Participant deferral / active EE | $2,872 | $7,035-59.2% | $9,135-68.6% | $4,139-30.6% |
| Admin fee / account holder | $5,296 | $14,422-63.3% | $16,298-67.5% | $7,234-26.8% |