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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 | $13,057 | $165,399-92.1% | $149,745-91.3% | $158,982-91.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 20.36% | 348.34%-328.0pp | 276.72%-256.4pp | 302.99%-282.6pp |
| Employer contribution / active EE | $1,040 | $5,105-79.6% | $4,646-77.6% | $4,763-78.2% |
| Participant deferral / active EE | $1,275 | $7,183-82.3% | $6,843-81.4% | $5,983-78.7% |
| Admin fee / account holder | $991 | $10,811-90.8% | $9,312-89.4% | $11,252-91.2% |