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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 | $11,476 | $148,629-92.3% | $135,982-91.6% | $139,487-91.8% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 23.35% | 79.33%-56.0pp | 68.32%-45.0pp | 373.84%-350.5pp |
| Employer contribution / active EE | $1,160 | $5,247-77.9% | $4,859-76.1% | $4,755-75.6% |
| Participant deferral / active EE | $2,083 | $8,102-74.3% | $7,760-73.2% | $6,713-69.0% |
| Admin fee / account holder | $834 | $12,406-93.3% | $10,767-92.3% | $11,407-92.7% |