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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 | $15,199 | $165,381-90.8% | $149,730-89.8% | $158,966-90.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.05% | 348.29%-334.2pp | 276.70%-262.7pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,683 | $5,104-67.0% | $4,645-63.8% | $4,762-64.7% |
| Participant deferral / active EE | $2,232 | $7,182-68.9% | $6,843-67.4% | $5,983-62.7% |
| Admin fee / account holder | $4,592 | $10,809-57.5% | $9,310-50.7% | $11,250-59.2% |