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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 | $154,228-96.2% | $145,433-96.0% | $137,256-95.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 22.15% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,081 | $4,804-77.5% | $4,554-76.3% | $4,156-74.0% |
| Participant deferral / active EE | $1,258 | $8,216-84.7% | $7,897-84.1% | $6,407-80.4% |
| Admin fee / account holder | $553 | $14,344-96.1% | $13,129-95.8% | $12,270-95.5% |