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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 | $18,660 | $136,860-86.4% | $120,344-84.5% | $154,746-87.9% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 18.12% | 21.38%-3.3pp | 20.30%-2.2pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,546 | $3,533-56.2% | $3,020-48.8% | $4,379-64.7% |
| Participant deferral / active EE | $1,730 | $5,793-70.1% | $5,135-66.3% | $6,730-74.3% |
| Admin fee / account holder | $1,523 | $15,393-90.1% | $12,742-88.1% | $14,365-89.4% |