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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 | $9,886 | $156,398-93.7% | $147,318-93.3% | $138,895-92.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 13.46% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,257 | $4,853-74.1% | $4,593-72.6% | $4,194-70.0% |
| Participant deferral / active EE | $1,394 | $8,237-83.1% | $7,906-82.4% | $6,396-78.2% |
| Admin fee / account holder | $1,554 | $14,976-89.6% | $13,708-88.7% | $12,562-87.6% |