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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 | $9,326 | $212,386-95.6% | $199,883-95.3% | $138,895-93.3% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 23.00% | 47.75%-24.7pp | 43.81%-20.8pp | 145.39%-122.4pp |
| Employer contribution / active EE | $1,662 | $6,625-74.9% | $6,261-73.5% | $4,194-60.4% |
| Participant deferral / active EE | $1,662 | $9,617-82.7% | $9,138-81.8% | $6,396-74.0% |
| Admin fee / account holder | $3,367 | $18,233-81.5% | $17,268-80.5% | $12,562-73.2% |