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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 | $12,906 | $155,555-91.7% | $146,866-91.2% | $155,188-91.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 24.61% | 115.41%-90.8pp | 102.85%-78.2pp | 148.84%-124.2pp |
| Employer contribution / active EE | $1,536 | $4,647-66.9% | $4,425-65.3% | $4,248-63.8% |
| Participant deferral / active EE | $2,421 | $8,044-69.9% | $7,759-68.8% | $6,531-62.9% |
| Admin fee / account holder | $958 | $14,755-93.5% | $13,620-93.0% | $14,480-93.4% |