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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 | $8,652 | $201,344-95.7% | $184,243-95.3% | $145,877-94.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.54% | 29.01%-15.5pp | 28.82%-15.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,547 | $7,022-78.0% | $6,427-75.9% | $4,663-66.8% |
| Participant deferral / active EE | $1,890 | $9,807-80.7% | $9,132-79.3% | $6,691-71.7% |
| Admin fee / account holder | $1,757 | $16,382-89.3% | $13,914-87.4% | $13,402-86.9% |