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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 | $5,450 | $172,111-96.8% | $150,298-96.4% | $137,256-96.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 21.76% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,213 | $4,636-73.8% | $4,154-70.8% | $4,156-70.8% |
| Participant deferral / active EE | $1,490 | $6,166-75.8% | $5,453-72.7% | $6,407-76.7% |
| Admin fee / account holder | $4,783 | $16,471-71.0% | $14,116-66.1% | $12,270-61.0% |