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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 | $7,467 | $183,592-95.9% | $155,574-95.2% | $145,877-94.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 11.16% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,565 | $5,317-70.6% | $4,676-66.5% | $4,663-66.4% |
| Participant deferral / active EE | $1,014 | $6,466-84.3% | $5,629-82.0% | $6,691-84.8% |
| Admin fee / account holder | $3,803 | $19,316-80.3% | $15,914-76.1% | $13,402-71.6% |