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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 | $3,661 | $155,555-97.6% | $146,866-97.5% | $155,188-97.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 14.62% | 115.41%-100.8pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $1,045 | $4,647-77.5% | $4,425-76.4% | $4,248-75.4% |
| Participant deferral / active EE | $1,744 | $8,044-78.3% | $7,759-77.5% | $6,531-73.3% |
| Admin fee / account holder | $2,633 | $14,755-82.2% | $13,620-80.7% | $14,480-81.8% |