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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 | $8,431 | $178,174-95.3% | $156,181-94.6% | $137,256-93.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 18.40% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,646 | $6,888-76.1% | $6,132-73.2% | $6,407-74.3% |
| Admin fee / account holder | $2,467 | $17,404-85.8% | $14,586-83.1% | $12,270-79.9% |