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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 | $13,304 | $138,312-90.4% | $122,979-89.2% | $155,188-91.4% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 19.13% | 22.06%-2.9pp | 20.12%-1.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $814 | $3,530-76.9% | $3,062-73.4% | $4,248-80.8% |
| Participant deferral / active EE | $1,563 | $5,592-72.1% | $5,003-68.8% | $6,531-76.1% |
| Admin fee / account holder | $1,395 | $15,089-90.8% | $12,864-89.2% | $14,480-90.4% |