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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 | $16,096 | $210,343-92.3% | $153,476-89.5% | $145,978-89.0% |
| Participation rate | 72.7% | 82.1%-9.4pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 9.04% | 13.38%-4.3pp | 15.66%-6.6pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,768 | $6,047-70.8% | $5,038-64.9% | $4,662-62.1% |
| Participant deferral / active EE | $1,794 | $7,977-77.5% | $6,759-73.5% | $6,690-73.2% |
| Admin fee / account holder | $6,251 | $19,424-67.8% | $12,729-50.9% | $13,400-53.4% |