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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 | $9,447 | $181,896-94.8% | $156,551-94.0% | $273,972-96.6% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.50% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,272 | $6,248-47.6% | $5,501-40.5% | $4,869-32.8% |
| Participant deferral / active EE | $1,428 | $5,550-74.3% | $4,871-70.7% | $5,287-73.0% |
| Admin fee / account holder | $2,215 | $15,560-85.8% | $13,028-83.0% | $10,133-78.1% |