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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 | $10,918 | $181,896-94.0% | $156,551-93.0% | $273,972-96.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 4.13% | 30.74%-26.6pp | 32.23%-28.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,232 | $6,248-64.3% | $5,501-59.4% | $4,869-54.2% |
| Participant deferral / active EE | $871 | $5,550-84.3% | $4,871-82.1% | $5,287-83.5% |
| Admin fee / account holder | $2,330 | $15,560-85.0% | $13,028-82.1% | $10,133-77.0% |