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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 | $27,258 | $153,769-82.3% | $133,975-79.7% | $273,972-90.1% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 7.81% | 36.51%-28.7pp | 29.29%-21.5pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,773 | $6,029-70.6% | $5,211-66.0% | $4,869-63.6% |
| Participant deferral / active EE | $1,080 | $6,958-84.5% | $6,282-82.8% | $5,287-79.6% |
| Admin fee / account holder | $319 | $11,765-97.3% | $9,324-96.6% | $10,133-96.9% |