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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 | $24,291 | $83,061-70.8% | $126,068-80.7% | $94,015-74.2% |
| Participation rate | 72.0% | 81.2%-9.2pp | 84.7%-12.7pp | 70.8%+1.2pp |
| Annual return | 19.71% | 20.41%-0.7pp | 15.01%+4.7pp | 17.84%+1.9pp |
| Employer contribution / active EE | $1,955 | $2,864-31.7% | $3,968-50.7% | $2,790-29.9% |
| Participant deferral / active EE | $2,533 | $7,042-64.0% | $8,214-69.2% | $4,249-40.4% |
| Admin fee / account holder | $1,850 | $7,208-74.3% | $18,264-89.9% | $8,951-79.3% |