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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 | $7,844 | $227,399-96.6% | $189,758-95.9% | $198,609-96.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 19.04% | 61.03%-42.0pp | 52.62%-33.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $1,543 | $5,526-72.1% | $4,767-67.6% | $5,055-69.5% |
| Participant deferral / active EE | $2,867 | $6,837-58.1% | $5,856-51.0% | $6,977-58.9% |
| Admin fee / account holder | $18,361 | $25,162-27.0% | $20,388-9.9% | $19,030-3.5% |