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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 | $11,417 | $167,415-93.2% | $140,514-91.9% | $198,609-94.3% |
| Participation rate | 77.8% | 80.9%-3.1pp | 77.8%0pp | 82.4%-4.6pp |
| Annual return | 15.14% | 13.85%+1.3pp | 14.36%+0.8pp | 202.70%-187.6pp |
| Employer contribution / active EE | $1,339 | $4,088-67.2% | $3,378-60.4% | $5,055-73.5% |
| Participant deferral / active EE | $1,872 | $5,579-66.4% | $4,919-61.9% | $6,977-73.2% |
| Admin fee / account holder | $3,746 | $16,730-77.6% | $13,697-72.7% | $19,030-80.3% |