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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 | $100,194-91.2% | $122,979-92.8% | $86,983-89.8% |
| Participation rate | 89.8% | 73.0%+16.8pp | 77.2%+12.6pp | 69.5%+20.3pp |
| Annual return | 21.98% | 16.47%+5.5pp | 20.12%+1.9pp | 25.83%-3.8pp |
| Employer contribution / active EE | $1,499 | $2,326-35.5% | $3,062-51.1% | $2,584-42.0% |
| Participant deferral / active EE | $1,789 | $4,133-56.7% | $5,003-64.2% | $4,194-57.3% |
| Admin fee / account holder | $391 | $10,148-96.1% | $12,864-97.0% | $7,856-95.0% |