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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 | $15,100 | $254,759-94.1% | $216,567-93.0% | $198,609-92.4% |
| Participation rate | 84.2% | 84.5%-0.3pp | 81.6%+2.6pp | 82.4%+1.8pp |
| Annual return | 17.88% | 10.04%+7.8pp | 12.94%+4.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,830 | $6,096-70.0% | $5,216-64.9% | $5,055-63.8% |
| Participant deferral / active EE | $2,335 | $6,948-66.4% | $6,191-62.3% | $6,977-66.5% |
| Admin fee / account holder | $1,491 | $26,311-94.3% | $21,981-93.2% | $19,030-92.2% |