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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 | $10,387 | $181,062-94.3% | $158,223-93.4% | $155,188-93.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 12.80% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $1,147 | $4,565-74.9% | $4,109-72.1% | $4,248-73.0% |
| Participant deferral / active EE | $1,149 | $6,134-81.3% | $5,467-79.0% | $6,531-82.4% |
| Admin fee / account holder | $643 | $18,825-96.6% | $16,047-96.0% | $14,480-95.6% |