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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 | $10,255 | $103,387-90.1% | $87,102-88.2% | $152,885-93.3% |
| Participation rate | 72.7% | 79.4%-6.6pp | 76.9%-4.1pp | 82.5%-9.7pp |
| Annual return | 16.69% | 28.10%-11.4pp | 28.19%-11.5pp | 345.39%-328.7pp |
| Employer contribution / active EE | $907 | $3,221-71.9% | $2,521-64.0% | $4,763-81.0% |
| Participant deferral / active EE | $1,437 | $4,778-69.9% | $4,048-64.5% | $5,851-75.4% |
| Admin fee / account holder | $1,780 | $12,193-85.4% | $7,491-76.2% | $11,598-84.7% |