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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 | $8,386 | $157,276-94.7% | $141,177-94.1% | $152,885-94.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 20.31% | 64.33%-44.0pp | 71.40%-51.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $3,026 | $5,262-42.5% | $4,736-36.1% | $4,763-36.5% |
| Participant deferral / active EE | $1,334 | $7,110-81.2% | $6,710-80.1% | $5,851-77.2% |
| Admin fee / account holder | $1,558 | $12,123-87.2% | $10,263-84.8% | $11,598-86.6% |