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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 | $15,566 | $209,336-92.6% | $197,124-92.1% | $137,256-88.7% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 17.88% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,353 | $6,591-79.5% | $6,227-78.3% | $4,156-67.4% |
| Participant deferral / active EE | $1,716 | $9,614-82.2% | $9,135-81.2% | $6,407-73.2% |
| Admin fee / account holder | $719 | $17,308-95.8% | $16,298-95.6% | $12,270-94.1% |