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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 | $138,312-86.5% | $122,979-84.8% | $155,188-88.0% |
| Participation rate | 71.4% | 80.2%-8.8pp | 77.2%-5.8pp | 80.8%-9.4pp |
| Annual return | 18.12% | 22.06%-3.9pp | 20.12%-2.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,546 | $3,530-56.2% | $3,062-49.5% | $4,248-63.6% |
| Participant deferral / active EE | $1,730 | $5,592-69.1% | $5,003-65.4% | $6,531-73.5% |
| Admin fee / account holder | $1,523 | $15,089-89.9% | $12,864-88.2% | $14,480-89.5% |