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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 | $10,018 | $181,896-94.5% | $156,551-93.6% | $273,972-96.3% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 4.48% | 30.74%-26.3pp | 32.23%-27.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,871 | $6,248-70.1% | $5,501-66.0% | $4,869-61.6% |
| Participant deferral / active EE | $626 | $5,550-88.7% | $4,871-87.1% | $5,287-88.2% |
| Admin fee / account holder | $1,994 | $15,560-87.2% | $13,028-84.7% | $10,133-80.3% |