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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 | $37,198 | $125,797-70.4% | $170,057-78.1% | $75,177-50.5% |
| Participation rate | 83.6% | 83.6%0pp | 87.0%-3.4pp | 67.2%+16.4pp |
| Annual return | 15.71% | 27.20%-11.5pp | 53.42%-37.7pp | 160.75%-145.0pp |
| Employer contribution / active EE | $2,074 | $4,616-55.1% | $6,790-69.5% | $2,671-22.4% |
| Participant deferral / active EE | $2,650 | $6,838-61.2% | $10,411-74.5% | $4,126-35.8% |
| Admin fee / account holder | $2,777 | $8,177-66.0% | $12,826-78.3% | $5,651-50.9% |