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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 | $39,312 | $177,595-77.9% | $148,496-73.5% | $198,609-80.2% |
| Participation rate | 78.3% | 79.3%-1.0pp | 76.0%+2.2pp | 82.4%-4.1pp |
| Annual return | 16.52% | 9.97%+6.6pp | 12.33%+4.2pp | 202.70%-186.2pp |
| Employer contribution / active EE | $1,292 | $4,098-68.5% | $3,497-63.1% | $5,055-74.4% |
| Participant deferral / active EE | $2,045 | $5,539-63.1% | $4,808-57.5% | $6,977-70.7% |
| Admin fee / account holder | $318 | $27,010-98.8% | $19,547-98.4% | $19,030-98.3% |