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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 | $18,259 | $96,052-81.0% | $118,106-84.5% | $87,485-79.1% |
| Participation rate | 80.0% | 77.0%+3.0pp | 81.9%-1.9pp | 68.9%+11.1pp |
| Annual return | 14.58% | 24.16%-9.6pp | 19.44%-4.9pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,312 | $3,939-66.7% | $4,698-72.1% | $2,596-49.5% |
| Participant deferral / active EE | $1,938 | $5,793-66.5% | $6,619-70.7% | $4,274-54.6% |
| Admin fee / account holder | $1,697 | $7,618-77.7% | $8,973-81.1% | $7,775-78.2% |