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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 | $4,605 | $136,860-96.6% | $120,344-96.2% | $154,746-97.0% |
| Participation rate | 86.7% | 79.9%+6.8pp | 76.7%+10.0pp | 80.7%+6.0pp |
| Annual return | 19.14% | 21.38%-2.2pp | 20.30%-1.2pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,005 | $3,533-71.6% | $3,020-66.7% | $4,379-77.1% |
| Participant deferral / active EE | $1,301 | $5,793-77.5% | $5,135-74.7% | $6,730-80.7% |
| Admin fee / account holder | $1,222 | $15,393-92.1% | $12,742-90.4% | $14,365-91.5% |