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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 | $7,147 | $157,829-95.5% | $136,867-94.8% | $198,609-96.4% |
| Participation rate | 71.4% | 77.2%-5.7pp | 74.5%-3.1pp | 82.4%-10.9pp |
| Annual return | 8.23% | 51.25%-43.0pp | 42.97%-34.7pp | 202.70%-194.5pp |
| Employer contribution / active EE | $1,119 | $3,923-71.5% | $3,547-68.5% | $5,055-77.9% |
| Participant deferral / active EE | $1,445 | $5,463-73.6% | $4,924-70.7% | $6,977-79.3% |
| Admin fee / account holder | $1,200 | $11,107-89.2% | $10,340-88.4% | $19,030-93.7% |