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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 | $8,656 | $162,136-94.7% | $152,301-94.3% | $154,746-94.4% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 20.02% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,869 | $4,890-61.8% | $4,624-59.6% | $4,379-57.3% |
| Participant deferral / active EE | $2,653 | $8,341-68.2% | $8,004-66.8% | $6,730-60.6% |
| Admin fee / account holder | $360 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |