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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 | $13,768 | $154,228-91.1% | $145,433-90.5% | $137,256-90.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.33% | 74.59%-52.3pp | 66.58%-44.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,232 | $4,804-74.3% | $4,554-72.9% | $4,156-70.3% |
| Participant deferral / active EE | $2,077 | $8,216-74.7% | $7,897-73.7% | $6,407-67.6% |
| Admin fee / account holder | $817 | $14,344-94.3% | $13,129-93.8% | $12,270-93.3% |