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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 | $155,555-94.0% | $146,866-93.6% | $155,188-94.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 20.71% | 115.41%-94.7pp | 102.85%-82.1pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,573 | $4,647-66.1% | $4,425-64.4% | $4,248-63.0% |
| Participant deferral / active EE | $1,929 | $8,044-76.0% | $7,759-75.1% | $6,531-70.5% |
| Admin fee / account holder | $1,247 | $14,755-91.5% | $13,620-90.8% | $14,480-91.4% |