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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 | $18,445 | $123,793-85.1% | $177,848-89.6% | $79,856-76.9% |
| Participation rate | 98.5% | 84.7%+13.8pp | 87.7%+10.8pp | 69.6%+28.8pp |
| Annual return | 18.69% | 22.82%-4.1pp | 48.33%-29.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,505 | $4,095-63.2% | $5,919-74.6% | $2,471-39.1% |
| Participant deferral / active EE | $2,171 | $5,956-63.6% | $7,714-71.9% | $3,741-42.0% |
| Admin fee / account holder | $330 | $7,243-95.4% | $12,431-97.3% | $5,306-93.8% |