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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 | $9,655 | $154,228-93.7% | $145,433-93.4% | $137,256-93.0% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 17.56% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,065 | $4,804-77.8% | $4,554-76.6% | $4,156-74.4% |
| Participant deferral / active EE | $1,907 | $8,216-76.8% | $7,897-75.9% | $6,407-70.2% |
| Admin fee / account holder | $1,981 | $14,344-86.2% | $13,129-84.9% | $12,270-83.9% |