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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 | $15,040 | $148,623-89.9% | $135,974-88.9% | $139,466-89.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.83% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,072 | $5,246-79.6% | $4,859-77.9% | $4,754-77.4% |
| Participant deferral / active EE | $1,697 | $8,103-79.1% | $7,760-78.1% | $6,712-74.7% |
| Admin fee / account holder | $957 | $12,406-92.3% | $10,767-91.1% | $11,409-91.6% |