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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 | $22,048 | $135,956-83.8% | $123,894-82.2% | $273,972-92.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.11% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $10,951 | $5,170+111.8% | $4,617+137.2% | $4,869+124.9% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $933 | $9,817-90.5% | $8,357-88.8% | $10,133-90.8% |