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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 | $7,881 | $154,228-94.9% | $145,433-94.6% | $137,256-94.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.04% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $905 | $4,804-81.2% | $4,554-80.1% | $4,156-78.2% |
| Participant deferral / active EE | $1,537 | $8,216-81.3% | $7,897-80.5% | $6,407-76.0% |
| Admin fee / account holder | $1,288 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |