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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 | $19,263 | $153,769-87.5% | $133,975-85.6% | $273,972-93.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 6.86% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,661 | $6,958-76.1% | $6,282-73.6% | $5,287-68.6% |
| Admin fee / account holder | $348 | $11,765-97.0% | $9,324-96.3% | $10,133-96.6% |