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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 | $4,967 | $155,555-96.8% | $146,866-96.6% | $155,188-96.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 16.77% | 115.41%-98.6pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,582 | $4,647-66.0% | $4,425-64.2% | $4,248-62.8% |
| Participant deferral / active EE | $1,761 | $8,044-78.1% | $7,759-77.3% | $6,531-73.0% |
| Admin fee / account holder | $1,441 | $14,755-90.2% | $13,620-89.4% | $14,480-90.0% |