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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 | $12,324 | $136,860-91.0% | $120,344-89.8% | $154,746-92.0% |
| Participation rate | 78.6% | 79.9%-1.3pp | 76.7%+1.9pp | 80.7%-2.1pp |
| Annual return | 17.22% | 21.38%-4.2pp | 20.30%-3.1pp | 172.34%-155.1pp |
| Employer contribution / active EE | $878 | $3,533-75.2% | $3,020-70.9% | $4,379-80.0% |
| Participant deferral / active EE | $1,468 | $5,793-74.7% | $5,135-71.4% | $6,730-78.2% |
| Admin fee / account holder | $2,072 | $15,393-86.5% | $12,742-83.7% | $14,365-85.6% |