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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 | $17,370 | $138,312-87.4% | $122,979-85.9% | $155,188-88.8% |
| Participation rate | 76.5% | 80.2%-3.7pp | 77.2%-0.7pp | 80.8%-4.3pp |
| Annual return | 18.58% | 22.06%-3.5pp | 20.12%-1.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,152 | $3,530-67.4% | $3,062-62.4% | $4,248-72.9% |
| Participant deferral / active EE | $1,268 | $5,592-77.3% | $5,003-74.7% | $6,531-80.6% |
| Admin fee / account holder | $531 | $15,089-96.5% | $12,864-95.9% | $14,480-96.3% |