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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 | $4,725 | $154,228-96.9% | $145,433-96.8% | $137,256-96.6% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 23.20% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $965 | $4,804-79.9% | $4,554-78.8% | $4,156-76.8% |
| Participant deferral / active EE | $941 | $8,216-88.5% | $7,897-88.1% | $6,407-85.3% |
| Admin fee / account holder | $416 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |