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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 | $181,062-97.8% | $158,223-97.5% | $155,188-97.5% |
| Participation rate | 78.3% | 82.7%-4.4pp | 79.2%-0.9pp | 80.8%-2.5pp |
| Annual return | 20.10% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,147 | $4,565-74.9% | $4,109-72.1% | $4,248-73.0% |
| Participant deferral / active EE | $1,469 | $6,134-76.1% | $5,467-73.1% | $6,531-77.5% |
| Admin fee / account holder | $307 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |