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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 | $95,453-71.3% | $112,040-75.5% | $82,448-66.8% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 17.01% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $7,504 | $2,318+223.8% | $2,954+154.0% | $2,551+194.2% |
| Participant deferral / active EE | $754 | $4,224-82.2% | $5,098-85.2% | $4,139-81.8% |
| Admin fee / account holder | $2,422 | $9,013-73.1% | $12,098-80.0% | $7,234-66.5% |