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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 | $201,372-92.0% | $184,260-91.2% | $145,884-88.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.14% | 29.04%-10.9pp | 28.84%-10.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $1,785 | $7,024-74.6% | $6,427-72.2% | $4,662-61.7% |
| Participant deferral / active EE | $2,775 | $9,808-71.7% | $9,133-69.6% | $6,690-58.5% |
| Admin fee / account holder | $7,459 | $16,362-54.4% | $13,898-46.3% | $13,392-44.3% |