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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 | $9,017 | $159,978-94.4% | $147,041-93.9% | $145,978-93.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.98% | 98.36%-87.4pp | 419.21%-408.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,484 | $5,288-71.9% | $4,935-69.9% | $4,662-68.2% |
| Participant deferral / active EE | $1,971 | $8,429-76.6% | $8,071-75.6% | $6,690-70.5% |
| Admin fee / account holder | $515 | $15,053-96.6% | $13,006-96.0% | $13,400-96.2% |