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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 | $4,984 | $134,817-96.3% | $123,973-96.0% | $155,188-96.8% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 21.62% | 515.49%-493.9pp | 388.13%-366.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,011 | $4,425-77.2% | $4,126-75.5% | $4,248-76.2% |
| Participant deferral / active EE | $1,044 | $5,706-81.7% | $5,247-80.1% | $6,531-84.0% |
| Admin fee / account holder | $1,214 | $13,245-90.8% | $11,799-89.7% | $14,480-91.6% |