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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 | $10,216 | $175,231-94.2% | $149,696-93.2% | $139,466-92.7% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 12.87% | 166.77%-153.9pp | 134.46%-121.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,194 | $5,478-78.2% | $4,821-75.2% | $4,754-74.9% |
| Participant deferral / active EE | $1,657 | $6,521-74.6% | $5,682-70.8% | $6,712-75.3% |
| Admin fee / account holder | $585 | $16,155-96.4% | $13,212-95.6% | $11,409-94.9% |