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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 | $3,895 | $174,379-97.8% | $152,093-97.4% | $138,895-97.2% |
| Participation rate | 78.3% | 81.6%-3.4pp | 77.8%+0.5pp | 79.9%-1.7pp |
| Annual return | 20.10% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,147 | $4,652-75.3% | $4,175-72.5% | $4,194-72.7% |
| Participant deferral / active EE | $1,469 | $6,159-76.1% | $5,451-73.1% | $6,396-77.0% |
| Admin fee / account holder | $307 | $16,880-98.2% | $14,497-97.9% | $12,562-97.6% |