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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 | $57,132 | $407,956-86.0% | $299,830-80.9% | $198,609-71.2% |
| Participation rate | 81.8% | 83.3%-1.5pp | 78.5%+3.3pp | 82.4%-0.6pp |
| Annual return | 10.99% | 6.66%+4.3pp | 10.58%+0.4pp | 202.70%-191.7pp |
| Employer contribution / active EE | $2,086 | $7,661-72.8% | $5,842-64.3% | $5,055-58.7% |
| Participant deferral / active EE | $2,086 | $8,628-75.8% | $7,038-70.4% | $6,977-70.1% |
| Admin fee / account holder | $5,431 | $73,031-92.6% | $50,982-89.3% | $19,030-71.5% |