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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 | $13,656 | $171,930-92.1% | $151,266-91.0% | $154,746-91.2% |
| Participation rate | 77.3% | 80.5%-3.3pp | 77.0%+0.3pp | 80.7%-3.4pp |
| Annual return | 18.12% | 242.03%-223.9pp | 180.60%-162.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,195 | $4,710-74.6% | $4,237-71.8% | $4,379-72.7% |
| Participant deferral / active EE | $1,993 | $8,191-75.7% | $7,337-72.8% | $6,730-70.4% |
| Admin fee / account holder | $7,407 | $15,803-53.1% | $13,159-43.7% | $14,365-48.4% |