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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 | $8,683 | $154,228-94.4% | $145,433-94.0% | $137,256-93.7% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 18.45% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,258 | $4,804-73.8% | $4,554-72.4% | $4,156-69.7% |
| Participant deferral / active EE | $1,725 | $8,216-79.0% | $7,897-78.2% | $6,407-73.1% |
| Admin fee / account holder | $643 | $14,344-95.5% | $13,129-95.1% | $12,270-94.8% |