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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 | $17,370 | $124,425-86.0% | $112,040-84.5% | $137,256-87.3% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.5%0pp | 80.0%-3.5pp |
| Annual return | 18.58% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,152 | $3,411-66.2% | $2,954-61.0% | $4,156-72.3% |
| Participant deferral / active EE | $1,268 | $5,718-77.8% | $5,098-75.1% | $6,407-80.2% |
| Admin fee / account holder | $531 | $15,207-96.5% | $12,098-95.6% | $12,270-95.7% |