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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 | $7,708 | $167,533-95.4% | $151,645-94.9% | $134,545-94.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 34.69% | 7.81%+26.9pp | 3.34%+31.4pp | 418.37%-383.7pp |
| Employer contribution / active EE | $1,768 | $6,828-74.1% | $6,165-71.3% | $4,742-62.7% |
| Participant deferral / active EE | $355 | $8,985-96.1% | $8,363-95.8% | $6,401-94.5% |
| Admin fee / account holder | $1,586 | $13,781-88.5% | $11,614-86.3% | $11,431-86.1% |