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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 | $20,649 | $135,956-84.8% | $123,894-83.3% | $273,972-92.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 10.29% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.2pp |
| Employer contribution / active EE | $906 | $5,170-82.5% | $4,617-80.4% | $4,869-81.4% |
| Participant deferral / active EE | $1,977 | $6,343-68.8% | $5,984-67.0% | $5,287-62.6% |
| Admin fee / account holder | $1,912 | $9,817-80.5% | $8,357-77.1% | $10,133-81.1% |