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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 | $6,099 | $165,381-96.3% | $149,730-95.9% | $158,966-96.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.32% | 348.29%-337.0pp | 276.70%-265.4pp | 302.95%-291.6pp |
| Employer contribution / active EE | $973 | $5,104-80.9% | $4,645-79.1% | $4,762-79.6% |
| Participant deferral / active EE | $272 | $7,182-96.2% | $6,843-96.0% | $5,983-95.4% |
| Admin fee / account holder | $595 | $10,809-94.5% | $9,310-93.6% | $11,250-94.7% |