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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 | $6,725 | $165,361-95.9% | $149,715-95.5% | $158,950-95.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 30.43% | 348.24%-317.8pp | 276.66%-246.2pp | 302.91%-272.5pp |
| Employer contribution / active EE | $1,169 | $5,103-77.1% | $4,645-74.8% | $4,762-75.4% |
| Participant deferral / active EE | $1,169 | $7,182-83.7% | $6,842-82.9% | $5,983-80.5% |
| Admin fee / account holder | $2,479 | $10,808-77.1% | $9,310-73.4% | $11,248-78.0% |