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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 | $6,771 | $134,817-95.0% | $123,973-94.5% | $155,188-95.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.7%-6.7pp | 80.8%-10.8pp |
| Annual return | 13.74% | 515.49%-501.7pp | 388.13%-374.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,137 | $4,425-74.3% | $4,126-72.4% | $4,248-73.2% |
| Participant deferral / active EE | $1,545 | $5,706-72.9% | $5,247-70.6% | $6,531-76.4% |
| Admin fee / account holder | $3,862 | $13,245-70.8% | $11,799-67.3% | $14,480-73.3% |