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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 | $9,207 | $138,312-93.3% | $122,979-92.5% | $155,188-94.1% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 17.21% | 22.06%-4.9pp | 20.12%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,428 | $3,530-59.5% | $3,062-53.4% | $4,248-66.4% |
| Participant deferral / active EE | $1,428 | $5,592-74.5% | $5,003-71.4% | $6,531-78.1% |
| Admin fee / account holder | $1,427 | $15,089-90.5% | $12,864-88.9% | $14,480-90.1% |