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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 | $10,732 | $135,905-92.1% | $126,068-91.5% | $198,609-94.6% |
| Participation rate | 90.0% | 85.6%+4.4pp | 84.7%+5.3pp | 82.4%+7.6pp |
| Annual return | 17.35% | 14.07%+3.3pp | 15.01%+2.3pp | 202.70%-185.3pp |
| Employer contribution / active EE | $1,447 | $4,245-65.9% | $3,968-63.5% | $5,055-71.4% |
| Participant deferral / active EE | $1,755 | $8,523-79.4% | $8,214-78.6% | $6,977-74.8% |
| Admin fee / account holder | $739 | $21,036-96.5% | $18,264-96.0% | $19,030-96.1% |