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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 | $14,029 | $155,555-91.0% | $146,866-90.4% | $155,188-91.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 11.74% | 115.41%-103.7pp | 102.85%-91.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $874 | $4,647-81.2% | $4,425-80.2% | $4,248-79.4% |
| Participant deferral / active EE | $1,416 | $8,044-82.4% | $7,759-81.8% | $6,531-78.3% |
| Admin fee / account holder | $462 | $14,755-96.9% | $13,620-96.6% | $14,480-96.8% |