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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 | $126,661-94.6% | $113,397-94.0% | $138,895-95.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 19.41% | 25.05%-5.6pp | 23.20%-3.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,119 | $3,456-67.6% | $2,977-62.4% | $4,194-73.3% |
| Participant deferral / active EE | $1,768 | $5,693-68.9% | $5,076-65.2% | $6,396-72.4% |
| Admin fee / account holder | $1,556 | $14,549-89.3% | $11,957-87.0% | $12,562-87.6% |