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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 | $17,263 | $138,386-87.5% | $184,260-90.6% | $80,935-78.7% |
| Participation rate | 90.7% | 83.9%+6.8pp | 86.8%+3.9pp | 67.7%+23.0pp |
| Annual return | 20.99% | 20.02%+1.0pp | 28.84%-7.8pp | 35.66%-14.7pp |
| Employer contribution / active EE | $2,084 | $4,851-57.0% | $6,427-67.6% | $2,757-24.4% |
| Participant deferral / active EE | $2,978 | $7,076-57.9% | $9,133-67.4% | $4,299-30.7% |
| Admin fee / account holder | $2,115 | $10,489-79.8% | $13,898-84.8% | $6,924-69.5% |