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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 | $18,409 | $89,259-79.4% | $107,187-82.8% | $82,637-77.7% |
| Participation rate | 84.2% | 67.9%+16.3pp | 75.0%+9.2pp | 68.1%+16.2pp |
| Annual return | 13.58% | 21.02%-7.4pp | 204.55%-191.0pp | 53.51%-39.9pp |
| Employer contribution / active EE | $3,029 | $3,080-1.7% | $3,782-19.9% | $2,552+18.7% |
| Participant deferral / active EE | $1,120 | $4,037-72.3% | $5,096-78.0% | $4,126-72.9% |
| Admin fee / account holder | $5,644 | $7,381-23.5% | $9,162-38.4% | $7,339-23.1% |