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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 | $5,814 | $156,398-96.3% | $147,318-96.1% | $138,895-95.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 22.15% | 78.75%-56.6pp | 70.43%-48.3pp | 145.39%-123.2pp |
| Employer contribution / active EE | $1,081 | $4,853-77.7% | $4,593-76.5% | $4,194-74.2% |
| Participant deferral / active EE | $1,258 | $8,237-84.7% | $7,906-84.1% | $6,396-80.3% |
| Admin fee / account holder | $553 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |