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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 | $19,256 | $201,370-90.4% | $184,256-89.5% | $145,897-86.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.88% | 29.05%-11.2pp | 28.85%-11.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $2,302 | $7,024-67.2% | $6,427-64.2% | $4,663-50.6% |
| Participant deferral / active EE | $2,348 | $9,808-76.1% | $9,133-74.3% | $6,689-64.9% |
| Admin fee / account holder | $357 | $16,364-97.8% | $13,899-97.4% | $13,390-97.3% |