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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 | $5,913 | $157,276-96.2% | $141,177-95.8% | $152,885-96.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.09% | 64.33%-40.2pp | 71.40%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $1,465 | $5,262-72.2% | $4,736-69.1% | $4,763-69.3% |
| Participant deferral / active EE | $1,864 | $7,110-73.8% | $6,710-72.2% | $5,851-68.1% |
| Admin fee / account holder | $8,608 | $12,123-29.0% | $10,263-16.1% | $11,598-25.8% |