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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 | $10,986 | $154,228-92.9% | $145,433-92.4% | $137,256-92.0% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 25.28% | 74.59%-49.3pp | 66.58%-41.3pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,198 | $4,804-75.1% | $4,554-73.7% | $4,156-71.2% |
| Participant deferral / active EE | $1,558 | $8,216-81.0% | $7,897-80.3% | $6,407-75.7% |
| Admin fee / account holder | $5,461 | $14,344-61.9% | $13,129-58.4% | $12,270-55.5% |