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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 | $7,570 | $105,864-92.8% | $90,162-91.6% | $147,585-94.9% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 11.22% | 37.63%-26.4pp | 34.88%-23.7pp | 578.57%-567.4pp |
| Employer contribution / active EE | $1,339 | $4,126-67.6% | $3,318-59.6% | $4,876-72.5% |
| Participant deferral / active EE | $1,298 | $5,733-77.4% | $5,287-75.5% | $5,439-76.1% |
| Admin fee / account holder | $418 | $8,046-94.8% | $5,943-93.0% | $10,885-96.2% |