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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 | $29,091 | $199,109-85.4% | $173,730-83.3% | $154,746-81.2% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.6%+13.8pp | 80.7%+12.6pp |
| Annual return | 10.60% | 20.02%-9.4pp | 19.96%-9.4pp | 172.34%-161.7pp |
| Employer contribution / active EE | $2,000 | $5,311-62.3% | $4,577-56.3% | $4,379-54.3% |
| Participant deferral / active EE | $721 | $7,113-89.9% | $6,326-88.6% | $6,730-89.3% |
| Admin fee / account holder | $5,504 | $20,916-73.7% | $17,523-68.6% | $14,365-61.7% |