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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 | $27,330 | $142,972-80.9% | $214,702-87.3% | $86,983-68.6% |
| Participation rate | 89.7% | 84.9%+4.8pp | 87.5%+2.2pp | 69.5%+20.1pp |
| Annual return | 17.68% | 18.49%-0.8pp | 54.55%-36.9pp | 25.83%-8.2pp |
| Employer contribution / active EE | $3,240 | $4,635-30.1% | $6,461-49.9% | $2,584+25.4% |
| Participant deferral / active EE | $1,735 | $6,568-73.6% | $9,147-81.0% | $4,194-58.6% |
| Admin fee / account holder | $321 | $17,617-98.2% | $19,830-98.4% | $7,856-95.9% |