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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 | $227,291-95.7% | $214,702-95.5% | $155,188-93.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 18.61% | 60.08%-41.5pp | 54.55%-35.9pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,458 | $6,772-78.5% | $6,461-77.4% | $4,248-65.7% |
| Participant deferral / active EE | $1,770 | $9,582-81.5% | $9,147-80.7% | $6,531-72.9% |
| Admin fee / account holder | $2,196 | $20,413-89.2% | $19,830-88.9% | $14,480-84.8% |