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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 | $9,575 | $107,368-91.1% | $92,915-89.7% | $152,909-93.7% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 24.19% | 145.64%-121.5pp | 109.45%-85.3pp | 345.46%-321.3pp |
| Employer contribution / active EE | $926 | $4,222-78.1% | $3,653-74.7% | $4,764-80.6% |
| Participant deferral / active EE | $1,066 | $4,848-78.0% | $4,238-74.9% | $5,851-81.8% |
| Admin fee / account holder | $833 | $7,082-88.2% | $5,796-85.6% | $11,601-92.8% |