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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 | $17,432 | $167,415-89.6% | $140,514-87.6% | $198,609-91.2% |
| Participation rate | 77.8% | 80.9%-3.1pp | 77.8%0pp | 82.4%-4.6pp |
| Annual return | 16.46% | 13.85%+2.6pp | 14.36%+2.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $1,754 | $4,088-57.1% | $3,378-48.1% | $5,055-65.3% |
| Participant deferral / active EE | $2,297 | $5,579-58.8% | $4,919-53.3% | $6,977-67.1% |
| Admin fee / account holder | $13,814 | $16,730-17.4% | $13,697+0.9% | $19,030-27.4% |