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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 | $7,263 | $157,829-95.4% | $136,867-94.7% | $198,609-96.3% |
| Participation rate | 73.9% | 77.2%-3.3pp | 74.5%-0.6pp | 82.4%-8.5pp |
| Annual return | 14.38% | 51.25%-36.9pp | 42.97%-28.6pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,631 | $3,923-58.4% | $3,547-54.0% | $5,055-67.7% |
| Participant deferral / active EE | $603 | $5,463-89.0% | $4,924-87.8% | $6,977-91.4% |
| Admin fee / account holder | $1,652 | $11,107-85.1% | $10,340-84.0% | $19,030-91.3% |