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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 | $19,764 | $212,777-90.7% | $173,703-88.6% | $198,609-90.0% |
| Participation rate | 81.3% | 81.1%+0.2pp | 75.9%+5.3pp | 82.4%-1.1pp |
| Annual return | 18.92% | 18.82%+0.1pp | 17.46%+1.5pp | 202.70%-183.8pp |
| Employer contribution / active EE | $1,629 | $5,214-68.7% | $4,288-62.0% | $5,055-67.8% |
| Participant deferral / active EE | $1,629 | $5,697-71.4% | $4,854-66.4% | $6,977-76.6% |
| Admin fee / account holder | $2,390 | $19,536-87.8% | $15,562-84.6% | $19,030-87.4% |