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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 | $6,160 | $148,629-95.9% | $135,982-95.5% | $139,487-95.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.16% | 79.33%-53.2pp | 68.32%-42.2pp | 373.84%-347.7pp |
| Employer contribution / active EE | $1,222 | $5,247-76.7% | $4,859-74.9% | $4,755-74.3% |
| Participant deferral / active EE | $2,388 | $8,102-70.5% | $7,760-69.2% | $6,713-64.4% |
| Admin fee / account holder | $1,816 | $12,406-85.4% | $10,767-83.1% | $11,407-84.1% |