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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 | $14,522 | $184,014-92.1% | $161,149-91.0% | $138,895-89.5% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.8%+15.6pp | 79.9%+14.5pp |
| Annual return | 22.31% | 21.52%+0.8pp | 21.16%+1.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $1,471 | $5,055-70.9% | $4,360-66.3% | $4,194-64.9% |
| Participant deferral / active EE | $2,064 | $6,909-70.1% | $6,153-66.5% | $6,396-67.7% |
| Admin fee / account holder | $425 | $18,027-97.6% | $15,194-97.2% | $12,562-96.6% |