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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 | $155,555-91.1% | $146,866-90.6% | $155,188-91.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 22.33% | 115.41%-93.1pp | 102.85%-80.5pp | 148.84%-126.5pp |
| Employer contribution / active EE | $1,232 | $4,647-73.5% | $4,425-72.1% | $4,248-71.0% |
| Participant deferral / active EE | $2,077 | $8,044-74.2% | $7,759-73.2% | $6,531-68.2% |
| Admin fee / account holder | $817 | $14,755-94.5% | $13,620-94.0% | $14,480-94.4% |