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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 | $15,629 | $156,398-90.0% | $147,318-89.4% | $138,895-88.7% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 20.33% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $990 | $4,853-79.6% | $4,593-78.4% | $4,194-76.4% |
| Participant deferral / active EE | $1,456 | $8,237-82.3% | $7,906-81.6% | $6,396-77.2% |
| Admin fee / account holder | $1,208 | $14,976-91.9% | $13,708-91.2% | $12,562-90.4% |