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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 | $10,809 | $185,312-94.2% | $161,489-93.3% | $154,746-93.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 12.65% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,124 | $4,769-76.4% | $4,268-73.7% | $4,379-74.3% |
| Participant deferral / active EE | $1,956 | $6,350-69.2% | $5,630-65.3% | $6,730-70.9% |
| Admin fee / account holder | $8,605 | $18,654-53.9% | $16,006-46.2% | $14,365-40.1% |