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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 | $138,312-94.3% | $122,979-93.5% | $155,188-94.9% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 10.66% | 22.06%-11.4pp | 20.12%-9.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $1,669 | $3,530-52.7% | $3,062-45.5% | $4,248-60.7% |
| Participant deferral / active EE | $1,876 | $5,592-66.5% | $5,003-62.5% | $6,531-71.3% |
| Admin fee / account holder | $15,862 | $15,089+5.1% | $12,864+23.3% | $14,480+9.5% |