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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 | $20,883 | $157,276-86.7% | $141,177-85.2% | $152,885-86.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 24.54% | 64.33%-39.8pp | 71.40%-46.9pp | 345.39%-320.9pp |
| Employer contribution / active EE | $1,293 | $5,262-75.4% | $4,736-72.7% | $4,763-72.9% |
| Participant deferral / active EE | $1,359 | $7,110-80.9% | $6,710-79.7% | $5,851-76.8% |
| Admin fee / account holder | $401 | $12,123-96.7% | $10,263-96.1% | $11,598-96.5% |