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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 | $15,628 | $212,386-92.6% | $199,883-92.2% | $138,895-88.7% |
| Participation rate | 73.7% | 87.4%-13.7pp | 86.8%-13.1pp | 79.9%-6.2pp |
| Annual return | 20.07% | 47.75%-27.7pp | 43.81%-23.7pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,274 | $6,625-65.7% | $6,261-63.7% | $4,194-45.8% |
| Participant deferral / active EE | $2,563 | $9,617-73.3% | $9,138-71.9% | $6,396-59.9% |
| Admin fee / account holder | $2,101 | $18,233-88.5% | $17,268-87.8% | $12,562-83.3% |