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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 | $15,403 | $165,381-90.7% | $149,730-89.7% | $158,966-90.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 8.90% | 348.29%-339.4pp | 276.70%-267.8pp | 302.95%-294.0pp |
| Employer contribution / active EE | $1,274 | $5,104-75.0% | $4,645-72.6% | $4,762-73.2% |
| Participant deferral / active EE | $1,852 | $7,182-74.2% | $6,843-72.9% | $5,983-69.0% |
| Admin fee / account holder | $12,750 | $10,809+18.0% | $9,310+36.9% | $11,250+13.3% |