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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 | $31,133 | $167,415-81.4% | $140,514-77.8% | $198,609-84.3% |
| Participation rate | 75.0% | 80.9%-5.9pp | 77.8%-2.8pp | 82.4%-7.4pp |
| Annual return | 16.68% | 13.85%+2.8pp | 14.36%+2.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,491 | $4,088-63.5% | $3,378-55.9% | $5,055-70.5% |
| Participant deferral / active EE | $1,619 | $5,579-71.0% | $4,919-67.1% | $6,977-76.8% |
| Admin fee / account holder | $1,330 | $16,730-92.0% | $13,697-90.3% | $19,030-93.0% |