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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 | $11,691 | $154,228-92.4% | $145,433-92.0% | $137,256-91.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.30% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,107 | $4,804-77.0% | $4,554-75.7% | $4,156-73.4% |
| Participant deferral / active EE | $1,258 | $8,216-84.7% | $7,897-84.1% | $6,407-80.4% |
| Admin fee / account holder | $3,404 | $14,344-76.3% | $13,129-74.1% | $12,270-72.3% |