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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 | $7,950 | $136,860-94.2% | $120,344-93.4% | $154,746-94.9% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 10.66% | 21.38%-10.7pp | 20.30%-9.6pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,669 | $3,533-52.8% | $3,020-44.8% | $4,379-61.9% |
| Participant deferral / active EE | $1,876 | $5,793-67.6% | $5,135-63.5% | $6,730-72.1% |
| Admin fee / account holder | $15,862 | $15,393+3.0% | $12,742+24.5% | $14,365+10.4% |