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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 | $16,126 | $201,259-92.0% | $184,200-91.2% | $145,959-89.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.14% | 28.98%-10.8pp | 28.80%-10.7pp | 561.95%-543.8pp |
| Employer contribution / active EE | $1,785 | $7,018-74.6% | $6,424-72.2% | $4,661-61.7% |
| Participant deferral / active EE | $2,775 | $9,806-71.7% | $9,132-69.6% | $6,689-58.5% |
| Admin fee / account holder | $7,459 | $16,372-54.4% | $13,907-46.4% | $13,398-44.3% |