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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 | $10,141 | $181,896-94.4% | $156,551-93.5% | $273,972-96.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 3.08% | 30.74%-27.7pp | 32.23%-29.1pp | 41.46%-38.4pp |
| Employer contribution / active EE | $1,759 | $6,248-71.9% | $5,501-68.0% | $4,869-63.9% |
| Participant deferral / active EE | $528 | $5,550-90.5% | $4,871-89.2% | $5,287-90.0% |
| Admin fee / account holder | $1,345 | $15,560-91.4% | $13,028-89.7% | $10,133-86.7% |