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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 | $6,801 | $165,584-95.9% | $142,942-95.2% | $137,256-95.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 76.8%+3.2pp | 80.0%0pp |
| Annual return | 9.87% | 164.22%-154.3pp | 113.70%-103.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,149 | $4,725-75.7% | $4,139-72.2% | $4,156-72.4% |
| Participant deferral / active EE | $1,455 | $8,194-82.2% | $7,128-79.6% | $6,407-77.3% |
| Admin fee / account holder | $4,009 | $16,167-75.2% | $12,475-67.9% | $12,270-67.3% |