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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 | $42,645 | $145,431-70.7% | $211,142-79.8% | $87,485-51.3% |
| Participation rate | 98.4% | 84.7%+13.6pp | 87.3%+11.1pp | 68.9%+29.5pp |
| Annual return | 15.90% | 27.21%-11.3pp | 46.84%-30.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $3,642 | $4,662-21.9% | $6,442-43.5% | $2,596+40.3% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,971 | $17,052-70.8% | $19,076-73.9% | $7,775-36.1% |