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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 | $7,948 | $213,785-96.3% | $185,441-95.7% | $155,188-94.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 15.71% | 19.97%-4.3pp | 20.16%-4.5pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,368 | $5,393-74.6% | $4,672-70.7% | $4,248-67.8% |
| Participant deferral / active EE | $1,714 | $6,864-75.0% | $6,152-72.1% | $6,531-73.8% |
| Admin fee / account holder | $1,787 | $21,134-91.5% | $17,890-90.0% | $14,480-87.7% |