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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 | $143,969-81.0% | $199,883-86.3% | $82,637-66.9% |
| Participation rate | 89.7% | 84.1%+5.5pp | 86.8%+2.9pp | 68.1%+21.6pp |
| Annual return | 17.68% | 25.67%-8.0pp | 43.81%-26.1pp | 53.51%-35.8pp |
| Employer contribution / active EE | $3,240 | $4,632-30.1% | $6,261-48.3% | $2,552+26.9% |
| Participant deferral / active EE | $1,735 | $6,937-75.0% | $9,138-81.0% | $4,126-57.9% |
| Admin fee / account holder | $321 | $14,597-97.8% | $17,268-98.1% | $7,339-95.6% |