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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 | $7,212 | $154,228-95.3% | $145,433-95.0% | $137,256-94.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.47% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,205 | $4,804-74.9% | $4,554-73.6% | $4,156-71.0% |
| Participant deferral / active EE | $1,995 | $8,216-75.7% | $7,897-74.7% | $6,407-68.9% |
| Admin fee / account holder | $3,070 | $14,344-78.6% | $13,129-76.6% | $12,270-75.0% |