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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 | $3,370 | $185,141-98.2% | $153,416-97.8% | $155,188-97.8% |
| Participation rate | 85.0% | 79.9%+5.1pp | 74.3%+10.7pp | 80.8%+4.2pp |
| Annual return | 18.02% | 18.72%-0.7pp | 17.84%+0.2pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,027 | $4,489-77.1% | $3,764-72.7% | $4,248-75.8% |
| Participant deferral / active EE | $1,302 | $5,477-76.2% | $4,723-72.4% | $6,531-80.1% |
| Admin fee / account holder | $1,191 | $16,005-92.6% | $13,095-90.9% | $14,480-91.8% |