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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 | $16,344 | $196,972-91.7% | $182,262-91.0% | $198,609-91.8% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 18.00% | 158.27%-140.3pp | 140.60%-122.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $1,839 | $5,364-65.7% | $5,046-63.6% | $5,055-63.6% |
| Participant deferral / active EE | $2,492 | $8,643-71.2% | $8,276-69.9% | $6,977-64.3% |
| Admin fee / account holder | $956 | $18,429-94.8% | $16,712-94.3% | $19,030-95.0% |