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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 | $7,081 | $184,014-96.2% | $161,149-95.6% | $138,895-94.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.8%+11.2pp | 79.9%+10.1pp |
| Annual return | 17.88% | 21.52%-3.6pp | 21.16%-3.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,189 | $5,055-76.5% | $4,360-72.7% | $4,194-71.6% |
| Participant deferral / active EE | $1,255 | $6,909-81.8% | $6,153-79.6% | $6,396-80.4% |
| Admin fee / account holder | $3,113 | $18,027-82.7% | $15,194-79.5% | $12,562-75.2% |