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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 | $27,402 | $125,797-78.2% | $170,057-83.9% | $75,177-63.6% |
| Participation rate | 73.4% | 83.6%-10.2pp | 87.0%-13.6pp | 67.2%+6.2pp |
| Annual return | 21.84% | 27.20%-5.4pp | 53.42%-31.6pp | 160.75%-138.9pp |
| Employer contribution / active EE | $1,637 | $4,616-64.5% | $6,790-75.9% | $2,671-38.7% |
| Participant deferral / active EE | $2,761 | $6,838-59.6% | $10,411-73.5% | $4,126-33.1% |
| Admin fee / account holder | $2,434 | $8,177-70.2% | $12,826-81.0% | $5,651-56.9% |