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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 | $9,228 | $175,257-94.7% | $149,717-93.8% | $139,456-93.4% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 27.16% | 166.70%-139.5pp | 134.41%-107.2pp | 373.45%-346.3pp |
| Employer contribution / active EE | $1,224 | $5,477-77.6% | $4,820-74.6% | $4,753-74.2% |
| Participant deferral / active EE | $1,583 | $6,521-75.7% | $5,682-72.1% | $6,711-76.4% |
| Admin fee / account holder | $1,573 | $16,156-90.3% | $13,213-88.1% | $11,407-86.2% |