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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 | $23,596 | $181,896-87.0% | $156,551-84.9% | $273,972-91.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 6.93% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,360 | $6,248-62.2% | $5,501-57.1% | $4,869-51.5% |
| Participant deferral / active EE | $663 | $5,550-88.1% | $4,871-86.4% | $5,287-87.5% |
| Admin fee / account holder | $2,123 | $15,560-86.4% | $13,028-83.7% | $10,133-79.0% |