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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 | $11,093 | $97,550-88.6% | $120,344-90.8% | $87,485-87.3% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.7%+21.1pp | 68.9%+28.9pp |
| Annual return | 16.81% | 18.41%-1.6pp | 20.30%-3.5pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,585 | $2,291-30.8% | $3,020-47.5% | $2,596-39.0% |
| Participant deferral / active EE | $1,088 | $4,230-74.3% | $5,135-78.8% | $4,274-74.5% |
| Admin fee / account holder | $480 | $9,543-95.0% | $12,742-96.2% | $7,775-93.8% |