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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 | $26,638 | $94,031-71.7% | $115,768-77.0% | $82,448-67.7% |
| Participation rate | 76.7% | 70.4%+6.3pp | 74.4%+2.4pp | 68.1%+8.7pp |
| Annual return | 13.92% | 20.61%-6.7pp | 100.46%-86.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,483 | $2,323-36.2% | $2,940-49.6% | $2,551-41.9% |
| Participant deferral / active EE | $1,702 | $3,972-57.1% | $4,917-65.4% | $4,139-58.9% |
| Admin fee / account holder | $1,123 | $10,249-89.0% | $12,439-91.0% | $7,234-84.5% |