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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 | $162,967-97.9% | $135,792-97.5% | $138,895-97.6% |
| Participation rate | 85.0% | 78.3%+6.7pp | 72.6%+12.4pp | 79.9%+5.1pp |
| Annual return | 18.02% | 30.08%-12.1pp | 25.96%-7.9pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,027 | $4,211-75.6% | $3,496-70.6% | $4,194-75.5% |
| Participant deferral / active EE | $1,302 | $5,640-76.9% | $4,759-72.6% | $6,396-79.6% |
| Admin fee / account holder | $1,191 | $15,306-92.2% | $12,266-90.3% | $12,562-90.5% |