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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 | $20,201 | $86,940-76.8% | $102,434-80.3% | $80,935-75.0% |
| Participation rate | 98.0% | 72.4%+25.7pp | 76.5%+21.5pp | 67.7%+30.4pp |
| Annual return | 14.42% | 18.89%-4.5pp | 29.46%-15.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,085 | $2,370-54.2% | $3,023-64.1% | $2,757-60.6% |
| Participant deferral / active EE | $1,199 | $4,121-70.9% | $5,055-76.3% | $4,299-72.1% |
| Admin fee / account holder | $1,656 | $8,047-79.4% | $9,462-82.5% | $6,924-76.1% |