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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 | $20,864 | $165,361-87.4% | $149,715-86.1% | $158,950-86.9% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 15.87% | 348.24%-332.4pp | 276.66%-260.8pp | 302.91%-287.0pp |
| Employer contribution / active EE | $1,173 | $5,103-77.0% | $4,645-74.8% | $4,762-75.4% |
| Participant deferral / active EE | $2,163 | $7,182-69.9% | $6,842-68.4% | $5,983-63.8% |
| Admin fee / account holder | $1,965 | $10,808-81.8% | $9,310-78.9% | $11,248-82.5% |