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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 | $17,642 | $210,908-91.6% | $153,643-88.5% | $145,884-87.9% |
| Participation rate | 94.7% | 82.1%+12.6pp | 77.1%+17.6pp | 80.3%+14.4pp |
| Annual return | 12.75% | 13.46%-0.7pp | 15.71%-3.0pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,379 | $6,055-77.2% | $5,039-72.6% | $4,662-70.4% |
| Participant deferral / active EE | $711 | $7,976-91.1% | $6,754-89.5% | $6,690-89.4% |
| Admin fee / account holder | $2,730 | $19,477-86.0% | $12,739-78.6% | $13,392-79.6% |