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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 | $14,570 | $181,896-92.0% | $156,551-90.7% | $273,972-94.7% |
| Participation rate | 79.2% | 88.4%-9.2pp | 84.0%-4.8pp | 83.0%-3.8pp |
| Annual return | 5.22% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,443 | $6,248-76.9% | $5,501-73.8% | $4,869-70.4% |
| Participant deferral / active EE | $1,512 | $5,550-72.8% | $4,871-69.0% | $5,287-71.4% |
| Admin fee / account holder | $2,026 | $15,560-87.0% | $13,028-84.4% | $10,133-80.0% |