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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 | $146,267-70.8% | $197,124-78.4% | $82,448-48.3% |
| Participation rate | 98.4% | 84.0%+14.4pp | 86.7%+11.7pp | 68.1%+30.3pp |
| Annual return | 15.90% | 29.61%-13.7pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,642 | $4,723-22.9% | $6,227-41.5% | $2,551+42.8% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,971 | $14,422-65.5% | $16,298-69.5% | $7,234-31.3% |