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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 | $17,760 | $110,212-83.9% | $96,534-81.6% | $139,466-87.3% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.6pp | 80.3%+4.3pp |
| Annual return | 14.80% | 26.42%-11.6pp | 25.88%-11.1pp | 373.66%-358.9pp |
| Employer contribution / active EE | $3,361 | $3,620-7.2% | $2,965+13.3% | $4,754-29.3% |
| Participant deferral / active EE | $1,448 | $5,547-73.9% | $4,851-70.1% | $6,712-78.4% |
| Admin fee / account holder | $2,917 | $11,599-74.9% | $8,253-64.7% | $11,409-74.4% |