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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 | $10,664 | $152,074-93.0% | $137,474-92.2% | $198,609-94.6% |
| Participation rate | 75.0% | 85.3%-10.3pp | 83.5%-8.5pp | 82.4%-7.4pp |
| Annual return | 18.00% | 10.68%+7.3pp | 11.53%+6.5pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,449 | $5,444-55.0% | $5,048-51.5% | $5,055-51.6% |
| Participant deferral / active EE | $2,837 | $6,522-56.5% | $6,155-53.9% | $6,977-59.3% |
| Admin fee / account holder | $1,417 | $11,950-88.1% | $10,602-86.6% | $19,030-92.6% |