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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 | $6,556 | $156,398-95.8% | $147,318-95.5% | $138,895-95.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 21.91% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,140 | $4,853-76.5% | $4,593-75.2% | $4,194-72.8% |
| Participant deferral / active EE | $1,434 | $8,237-82.6% | $7,906-81.9% | $6,396-77.6% |
| Admin fee / account holder | $4,310 | $14,976-71.2% | $13,708-68.6% | $12,562-65.7% |