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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 | $6,928 | $106,236-93.5% | $96,496-92.8% | $139,427-95.0% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 15.73% | 38.43%-22.7pp | 35.70%-20.0pp | 373.27%-357.5pp |
| Employer contribution / active EE | $5,480 | $4,104+33.5% | $3,738+46.6% | $4,752+15.3% |
| Participant deferral / active EE | $1,181 | $5,455-78.4% | $4,879-75.8% | $6,711-82.4% |
| Admin fee / account holder | $3,174 | $7,879-59.7% | $6,731-52.8% | $11,404-72.2% |