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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 | $11,831 | $129,737-90.9% | $119,126-90.1% | $154,746-92.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 17.38% | 379.08%-361.7pp | 282.11%-264.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,154 | $4,375-73.6% | $4,034-71.4% | $4,379-73.7% |
| Participant deferral / active EE | $1,251 | $5,842-78.6% | $5,318-76.5% | $6,730-81.4% |
| Admin fee / account holder | $311 | $11,961-97.4% | $10,693-97.1% | $14,365-97.8% |