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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 | $27,439 | $123,793-77.8% | $177,848-84.6% | $79,856-65.6% |
| Participation rate | 97.4% | 84.7%+12.8pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | 17.59% | 22.82%-5.2pp | 48.33%-30.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,402 | $4,095-65.8% | $5,919-76.3% | $2,471-43.3% |
| Participant deferral / active EE | $2,709 | $5,956-54.5% | $7,714-64.9% | $3,741-27.6% |
| Admin fee / account holder | $2,171 | $7,243-70.0% | $12,431-82.5% | $5,306-59.1% |