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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 | $12,263 | $157,296-92.2% | $141,191-91.3% | $152,897-92.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.25% | 64.34%-42.1pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $1,557 | $5,262-70.4% | $4,736-67.1% | $4,764-67.3% |
| Participant deferral / active EE | $1,960 | $7,111-72.4% | $6,710-70.8% | $5,851-66.5% |
| Admin fee / account holder | $1,852 | $12,125-84.7% | $10,264-82.0% | $11,599-84.0% |