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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 | $49,672 | $254,759-80.5% | $216,567-77.1% | $198,609-75.0% |
| Participation rate | 90.9% | 84.5%+6.4pp | 81.6%+9.3pp | 82.4%+8.5pp |
| Annual return | 14.05% | 10.04%+4.0pp | 12.94%+1.1pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,530 | $6,096-74.9% | $5,216-70.7% | $5,055-69.7% |
| Participant deferral / active EE | $1,748 | $6,948-74.8% | $6,191-71.8% | $6,977-74.9% |
| Admin fee / account holder | $1,935 | $26,311-92.6% | $21,981-91.2% | $19,030-89.8% |