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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 | $156,398-95.4% | $147,318-95.1% | $138,895-94.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 21.47% | 78.75%-57.3pp | 70.43%-49.0pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,205 | $4,853-75.2% | $4,593-73.8% | $4,194-71.3% |
| Participant deferral / active EE | $1,995 | $8,237-75.8% | $7,906-74.8% | $6,396-68.8% |
| Admin fee / account holder | $3,070 | $14,976-79.5% | $13,708-77.6% | $12,562-75.6% |