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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 | $21,397 | $77,523-72.4% | $100,383-78.7% | $80,874-73.5% |
| Participation rate | 97.1% | 77.0%+20.2pp | 81.5%+15.6pp | 67.6%+29.5pp |
| Annual return | 13.68% | 37.21%-23.5pp | 49.26%-35.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $3,507 | $2,801+25.2% | $3,944-11.1% | $2,756+27.3% |
| Participant deferral / active EE | $1,766 | $6,822-74.1% | $8,086-78.2% | $4,297-58.9% |
| Admin fee / account holder | $2,325 | $5,899-60.6% | $7,900-70.6% | $6,935-66.5% |