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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 | $7,714 | $156,398-95.1% | $147,318-94.8% | $138,895-94.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 23.85% | 78.75%-54.9pp | 70.43%-46.6pp | 145.39%-121.5pp |
| Employer contribution / active EE | $2,323 | $4,853-52.1% | $4,593-49.4% | $4,194-44.6% |
| Participant deferral / active EE | $2,397 | $8,237-70.9% | $7,906-69.7% | $6,396-62.5% |
| Admin fee / account holder | $652 | $14,976-95.6% | $13,708-95.2% | $12,562-94.8% |