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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 | $29,072 | $135,905-78.6% | $126,068-76.9% | $198,609-85.4% |
| Participation rate | 93.3% | 85.6%+7.7pp | 84.7%+8.6pp | 82.4%+11.0pp |
| Annual return | 14.17% | 14.07%+0.1pp | 15.01%-0.8pp | 202.70%-188.5pp |
| Employer contribution / active EE | $2,636 | $4,245-37.9% | $3,968-33.6% | $5,055-47.9% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,484 | $21,036-83.4% | $18,264-80.9% | $19,030-81.7% |