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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 | $8,835 | $104,098-91.5% | $140,514-93.7% | $94,015-90.6% |
| Participation rate | 89.8% | 73.7%+16.1pp | 77.8%+12.0pp | 70.8%+19.0pp |
| Annual return | 21.98% | 15.14%+6.8pp | 14.36%+7.6pp | 17.84%+4.1pp |
| Employer contribution / active EE | $1,499 | $2,388-37.2% | $3,378-55.6% | $2,790-46.3% |
| Participant deferral / active EE | $1,789 | $4,033-55.6% | $4,919-63.6% | $4,249-57.9% |
| Admin fee / account holder | $391 | $10,439-96.3% | $13,697-97.1% | $8,951-95.6% |