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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 | $16,693 | $162,136-89.7% | $152,301-89.0% | $154,746-89.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.87% | 91.02%-76.2pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $987 | $4,890-79.8% | $4,624-78.7% | $4,379-77.5% |
| Participant deferral / active EE | $1,252 | $8,341-85.0% | $8,004-84.4% | $6,730-81.4% |
| Admin fee / account holder | $4,270 | $15,759-72.9% | $14,398-70.3% | $14,365-70.3% |