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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 | $9,339 | $162,136-94.2% | $152,301-93.9% | $154,746-94.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 20.71% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,573 | $4,890-67.8% | $4,624-66.0% | $4,379-64.1% |
| Participant deferral / active EE | $1,929 | $8,341-76.9% | $8,004-75.9% | $6,730-71.3% |
| Admin fee / account holder | $1,247 | $15,759-92.1% | $14,398-91.3% | $14,365-91.3% |