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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 | $20,587 | $153,769-86.6% | $133,975-84.6% | $273,972-92.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 7.56% | 36.51%-28.9pp | 29.29%-21.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,036 | $6,029-66.2% | $5,211-60.9% | $4,869-58.2% |
| Participant deferral / active EE | $1,097 | $6,958-84.2% | $6,282-82.5% | $5,287-79.3% |
| Admin fee / account holder | $2,632 | $11,765-77.6% | $9,324-71.8% | $10,133-74.0% |