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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 | $7,576 | $135,956-94.4% | $123,894-93.9% | $273,972-97.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 9.88% | 56.63%-46.8pp | 47.52%-37.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,012 | $5,170-80.4% | $4,617-78.1% | $4,869-79.2% |
| Participant deferral / active EE | $1,705 | $6,343-73.1% | $5,984-71.5% | $5,287-67.8% |
| Admin fee / account holder | $532 | $9,817-94.6% | $8,357-93.6% | $10,133-94.8% |