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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 | $15,283 | $148,623-89.7% | $135,974-88.8% | $139,466-89.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 17.96% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,352 | $5,246-74.2% | $4,859-72.2% | $4,754-71.6% |
| Participant deferral / active EE | $1,646 | $8,103-79.7% | $7,760-78.8% | $6,712-75.5% |
| Admin fee / account holder | $751 | $12,406-93.9% | $10,767-93.0% | $11,409-93.4% |