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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 | $107,666-90.0% | $102,184-89.5% | $154,746-93.1% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 17.35% | 29.33%-12.0pp | 31.58%-14.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,447 | $3,846-62.4% | $3,594-59.7% | $4,379-67.0% |
| Participant deferral / active EE | $1,755 | $8,719-79.9% | $8,309-78.9% | $6,730-73.9% |
| Admin fee / account holder | $739 | $12,943-94.3% | $11,609-93.6% | $14,365-94.9% |