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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 | $8,952 | $196,972-95.5% | $182,262-95.1% | $198,609-95.5% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 16.56% | 158.27%-141.7pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $1,442 | $5,364-73.1% | $5,046-71.4% | $5,055-71.5% |
| Participant deferral / active EE | $3,124 | $8,643-63.9% | $8,276-62.3% | $6,977-55.2% |
| Admin fee / account holder | $718 | $18,429-96.1% | $16,712-95.7% | $19,030-96.2% |