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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 | $10,964 | $185,141-94.1% | $153,416-92.9% | $155,188-92.9% |
| Participation rate | 84.2% | 79.9%+4.3pp | 74.3%+9.9pp | 80.8%+3.4pp |
| Annual return | 19.22% | 18.72%+0.5pp | 17.84%+1.4pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,089 | $4,489-75.7% | $3,764-71.1% | $4,248-74.4% |
| Participant deferral / active EE | $1,437 | $5,477-73.8% | $4,723-69.6% | $6,531-78.0% |
| Admin fee / account holder | $709 | $16,005-95.6% | $13,095-94.6% | $14,480-95.1% |