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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 | $131,167-64.6% | $121,031-61.6% | $131,167-64.6% |
| Participation rate | 72.0% | 70.6%+1.4pp | 71.8%+0.2pp | 70.6%+1.4pp |
| Annual return | 13.28% | 14.69%-1.4pp | -14.86%+28.1pp | 14.69%-1.4pp |
| Employer contribution / active EE | $1,654 | $3,654-54.7% | $947+74.8% | $3,654-54.7% |
| Participant deferral / active EE | $1,340 | $4,079-67.1% | $2,566-47.8% | $4,079-67.1% |
| Admin fee / account holder | $4,101 | $12,045-66.0% | $3,470+18.2% | $12,045-66.0% |