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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 | $9,655 | $155,555-93.8% | $146,866-93.4% | $155,188-93.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 17.56% | 115.41%-97.9pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,065 | $4,647-77.1% | $4,425-75.9% | $4,248-74.9% |
| Participant deferral / active EE | $1,907 | $8,044-76.3% | $7,759-75.4% | $6,531-70.8% |
| Admin fee / account holder | $1,981 | $14,755-86.6% | $13,620-85.5% | $14,480-86.3% |