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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 | $11,558 | $135,905-91.5% | $126,068-90.8% | $198,609-94.2% |
| Participation rate | 93.3% | 85.6%+7.7pp | 84.7%+8.6pp | 82.4%+11.0pp |
| Annual return | 18.85% | 14.07%+4.8pp | 15.01%+3.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $1,336 | $4,245-68.5% | $3,968-66.3% | $5,055-73.6% |
| Participant deferral / active EE | $2,798 | $8,523-67.2% | $8,214-65.9% | $6,977-59.9% |
| Admin fee / account holder | $1,025 | $21,036-95.1% | $18,264-94.4% | $19,030-94.6% |