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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 | $11,417 | $136,860-91.7% | $120,344-90.5% | $154,746-92.6% |
| Participation rate | 77.8% | 79.9%-2.1pp | 76.7%+1.1pp | 80.7%-2.9pp |
| Annual return | 15.14% | 21.38%-6.2pp | 20.30%-5.2pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,339 | $3,533-62.1% | $3,020-55.7% | $4,379-69.4% |
| Participant deferral / active EE | $1,872 | $5,793-67.7% | $5,135-63.5% | $6,730-72.2% |
| Admin fee / account holder | $3,746 | $15,393-75.7% | $12,742-70.6% | $14,365-73.9% |