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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 | $16,016 | $165,361-90.3% | $149,715-89.3% | $158,950-89.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 13.88% | 348.24%-334.4pp | 276.66%-262.8pp | 302.91%-289.0pp |
| Employer contribution / active EE | $1,553 | $5,103-69.6% | $4,645-66.6% | $4,762-67.4% |
| Participant deferral / active EE | $2,043 | $7,182-71.5% | $6,842-70.1% | $5,983-65.8% |
| Admin fee / account holder | $690 | $10,808-93.6% | $9,310-92.6% | $11,248-93.9% |