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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 | $16,870 | $83,002-79.7% | $98,090-82.8% | $64,097-73.7% |
| Participation rate | 74.0% | 75.0%-1.0pp | 81.5%-7.5pp | 55.2%+18.8pp |
| Annual return | 19.86% | 38.51%-18.7pp | 37.05%-17.2pp | 34.64%-14.8pp |
| Employer contribution / active EE | $1,719 | $2,749-37.5% | $3,606-52.3% | $1,891-9.1% |
| Participant deferral / active EE | $2,412 | $6,787-64.5% | $7,845-69.3% | $3,080-21.7% |
| Admin fee / account holder | $1,442 | $3,015-52.2% | $11,815-87.8% | $3,454-58.2% |