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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 | $24,951 | $95,453-73.9% | $112,040-77.7% | $82,448-69.7% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.5%+22.1pp | 68.1%+30.5pp |
| Annual return | 17.17% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,518 | $2,318-34.5% | $2,954-48.6% | $2,551-40.5% |
| Participant deferral / active EE | $1,212 | $4,224-71.3% | $5,098-76.2% | $4,139-70.7% |
| Admin fee / account holder | $6,824 | $9,013-24.3% | $12,098-43.6% | $7,234-5.7% |