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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 | $16,252 | $135,956-88.0% | $123,894-86.9% | $273,972-94.1% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 6.09% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $856 | $5,170-83.5% | $4,617-81.5% | $4,869-82.4% |
| Participant deferral / active EE | $1,353 | $6,343-78.7% | $5,984-77.4% | $5,287-74.4% |
| Admin fee / account holder | $3,214 | $9,817-67.3% | $8,357-61.5% | $10,133-68.3% |