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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 | $9,756 | $209,336-95.3% | $197,124-95.1% | $137,256-92.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 18.61% | 48.09%-29.5pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,458 | $6,591-77.9% | $6,227-76.6% | $4,156-64.9% |
| Participant deferral / active EE | $1,770 | $9,614-81.6% | $9,135-80.6% | $6,407-72.4% |
| Admin fee / account holder | $2,196 | $17,308-87.3% | $16,298-86.5% | $12,270-82.1% |