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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 | $8,897 | $157,304-94.3% | $141,197-93.7% | $152,909-94.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.98% | 64.34%-43.4pp | 71.41%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,320 | $5,263-74.9% | $4,736-72.1% | $4,764-72.3% |
| Participant deferral / active EE | $600 | $7,111-91.6% | $6,710-91.1% | $5,851-89.7% |
| Admin fee / account holder | $1,034 | $12,126-91.5% | $10,265-89.9% | $11,601-91.1% |