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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 | $7,759 | $155,555-95.0% | $146,866-94.7% | $155,188-95.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 16.81% | 115.41%-98.6pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $881 | $4,647-81.0% | $4,425-80.1% | $4,248-79.3% |
| Participant deferral / active EE | $1,478 | $8,044-81.6% | $7,759-81.0% | $6,531-77.4% |
| Admin fee / account holder | $1,646 | $14,755-88.8% | $13,620-87.9% | $14,480-88.6% |