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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 | $6,972 | $223,823-96.9% | $211,142-96.7% | $154,746-95.5% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 24.09% | 50.39%-26.3pp | 46.84%-22.7pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,775 | $6,787-73.9% | $6,442-72.5% | $4,379-59.5% |
| Participant deferral / active EE | $3,177 | $9,750-67.4% | $9,284-65.8% | $6,730-52.8% |
| Admin fee / account holder | $1,540 | $19,707-92.2% | $19,076-91.9% | $14,365-89.3% |