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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 | $7,910 | $157,296-95.0% | $141,191-94.4% | $152,897-94.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 26.05% | 64.34%-38.3pp | 71.41%-45.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $1,814 | $5,262-65.5% | $4,736-61.7% | $4,764-61.9% |
| Participant deferral / active EE | $2,154 | $7,111-69.7% | $6,710-67.9% | $5,851-63.2% |
| Admin fee / account holder | $540 | $12,125-95.5% | $10,264-94.7% | $11,599-95.3% |