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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 | $20,485 | $181,896-88.7% | $156,551-86.9% | $273,972-92.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 4.28% | 30.74%-26.5pp | 32.23%-27.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $2,004 | $6,248-67.9% | $5,501-63.6% | $4,869-58.8% |
| Participant deferral / active EE | $892 | $5,550-83.9% | $4,871-81.7% | $5,287-83.1% |
| Admin fee / account holder | $3,532 | $15,560-77.3% | $13,028-72.9% | $10,133-65.1% |