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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 | $18,355 | $165,361-88.9% | $149,715-87.7% | $158,950-88.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.31% | 348.24%-335.9pp | 276.66%-264.4pp | 302.91%-290.6pp |
| Employer contribution / active EE | $1,266 | $5,103-75.2% | $4,645-72.7% | $4,762-73.4% |
| Participant deferral / active EE | $2,216 | $7,182-69.1% | $6,842-67.6% | $5,983-63.0% |
| Admin fee / account holder | $347 | $10,808-96.8% | $9,310-96.3% | $11,248-96.9% |