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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 | $18,259 | $90,674-79.9% | $96,707-81.1% | $82,448-77.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 80.4%-0.4pp | 68.1%+11.9pp |
| Annual return | 14.58% | 49.05%-34.5pp | 34.78%-20.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,312 | $3,975-67.0% | $4,191-68.7% | $2,551-48.6% |
| Participant deferral / active EE | $1,938 | $5,696-66.0% | $5,997-67.7% | $4,139-53.2% |
| Admin fee / account holder | $1,697 | $7,568-77.6% | $7,503-77.4% | $7,234-76.5% |