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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 | $9,632 | $97,289-90.1% | $92,805-89.6% | $155,188-93.8% |
| Participation rate | 95.0% | 84.2%+10.8pp | 83.5%+11.5pp | 80.8%+14.2pp |
| Annual return | 15.79% | 29.03%-13.2pp | 31.59%-15.8pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,851 | $3,632-21.5% | $3,424-16.7% | $4,248-32.9% |
| Participant deferral / active EE | $2,678 | $8,795-69.6% | $8,448-68.3% | $6,531-59.0% |
| Admin fee / account holder | $1,399 | $12,015-88.4% | $10,911-87.2% | $14,480-90.3% |