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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 | $46,446 | $132,820-65.0% | $135,982-65.8% | $132,820-65.0% |
| Participation rate | 72.0% | 74.3%-2.3pp | 80.1%-8.1pp | 74.3%-2.3pp |
| Annual return | 13.28% | 14.82%-1.5pp | -6.78%+20.1pp | 14.82%-1.5pp |
| Employer contribution / active EE | $1,654 | $4,144-60.1% | $2,922-43.4% | $4,144-60.1% |
| Participant deferral / active EE | $1,340 | $3,980-66.3% | $3,254-58.8% | $3,980-66.3% |
| Admin fee / account holder | $4,101 | $11,722-65.0% | $7,826-47.6% | $11,722-65.0% |