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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 | $22,533 | $181,896-87.6% | $156,551-85.6% | $273,972-91.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 9.36% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,299 | $6,248-63.2% | $5,501-58.2% | $4,869-52.8% |
| Participant deferral / active EE | $1,859 | $5,550-66.5% | $4,871-61.8% | $5,287-64.8% |
| Admin fee / account holder | $1,005 | $15,560-93.5% | $13,028-92.3% | $10,133-90.1% |