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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 | $4,520 | $181,896-97.5% | $156,551-97.1% | $273,972-98.4% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 9.94% | 30.74%-20.8pp | 32.23%-22.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,492 | $6,248-76.1% | $5,501-72.9% | $4,869-69.4% |
| Participant deferral / active EE | $211 | $5,550-96.2% | $4,871-95.7% | $5,287-96.0% |
| Admin fee / account holder | $690 | $15,560-95.6% | $13,028-94.7% | $10,133-93.2% |