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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 | $155,555-94.4% | $146,866-94.1% | $155,188-94.4% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.5%-9.8pp | 80.8%-8.1pp |
| Annual return | 18.45% | 115.41%-97.0pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,258 | $4,647-72.9% | $4,425-71.6% | $4,248-70.4% |
| Participant deferral / active EE | $1,725 | $8,044-78.6% | $7,759-77.8% | $6,531-73.6% |
| Admin fee / account holder | $643 | $14,755-95.6% | $13,620-95.3% | $14,480-95.6% |