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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 | $22,530 | $136,860-83.5% | $120,344-81.3% | $154,746-85.4% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 19.70% | 21.38%-1.7pp | 20.30%-0.6pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,004 | $3,533-71.6% | $3,020-66.8% | $4,379-77.1% |
| Participant deferral / active EE | $1,469 | $5,793-74.6% | $5,135-71.4% | $6,730-78.2% |
| Admin fee / account holder | $1,484 | $15,393-90.4% | $12,742-88.4% | $14,365-89.7% |