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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 | $34,360 | $114,712-70.0% | $173,730-80.2% | $87,485-60.7% |
| Participation rate | 81.4% | 73.0%+8.4pp | 79.6%+1.8pp | 68.9%+12.5pp |
| Annual return | 20.26% | 20.18%+0.1pp | 19.96%+0.3pp | 26.06%-5.8pp |
| Employer contribution / active EE | $874 | $2,904-69.9% | $4,577-80.9% | $2,596-66.3% |
| Participant deferral / active EE | $2,045 | $4,642-55.9% | $6,326-67.7% | $4,274-52.1% |
| Admin fee / account holder | $5,167 | $10,210-49.4% | $17,523-70.5% | $7,775-33.5% |