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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 | $6,809 | $138,312-95.1% | $122,979-94.5% | $155,188-95.6% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 19.41% | 22.06%-2.7pp | 20.12%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,119 | $3,530-68.3% | $3,062-63.5% | $4,248-73.7% |
| Participant deferral / active EE | $1,768 | $5,592-68.4% | $5,003-64.7% | $6,531-72.9% |
| Admin fee / account holder | $1,556 | $15,089-89.7% | $12,864-87.9% | $14,480-89.3% |