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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 | $11,585 | $124,213-90.7% | $118,106-90.2% | $154,746-92.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 81.9%+1.5pp | 80.7%+2.6pp |
| Annual return | 20.83% | 18.29%+2.5pp | 19.44%+1.4pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,601 | $4,905-67.4% | $4,698-65.9% | $4,379-63.4% |
| Participant deferral / active EE | $1,807 | $6,859-73.7% | $6,619-72.7% | $6,730-73.2% |
| Admin fee / account holder | $544 | $9,627-94.3% | $8,973-93.9% | $14,365-96.2% |