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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 | $2,736 | $148,582-98.2% | $135,942-98.0% | $139,456-98.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 33.47% | 79.26%-45.8pp | 68.28%-34.8pp | 373.45%-340.0pp |
| Employer contribution / active EE | $1,059 | $5,245-79.8% | $4,858-78.2% | $4,753-77.7% |
| Participant deferral / active EE | $1,644 | $8,101-79.7% | $7,759-78.8% | $6,711-75.5% |
| Admin fee / account holder | $1,505 | $12,402-87.9% | $10,764-86.0% | $11,407-86.8% |