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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 | $4,399 | $129,737-96.6% | $119,126-96.3% | $154,746-97.2% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 24.80% | 379.08%-354.3pp | 282.11%-257.3pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,138 | $4,375-74.0% | $4,034-71.8% | $4,379-74.0% |
| Participant deferral / active EE | $1,287 | $5,842-78.0% | $5,318-75.8% | $6,730-80.9% |
| Admin fee / account holder | $324 | $11,961-97.3% | $10,693-97.0% | $14,365-97.7% |