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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 | $2,868 | $154,228-98.1% | $145,433-98.0% | $137,256-97.9% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 54.75% | 74.59%-19.8pp | 66.58%-11.8pp | 220.34%-165.6pp |
| Employer contribution / active EE | $1,424 | $4,804-70.3% | $4,554-68.7% | $4,156-65.7% |
| Participant deferral / active EE | $1,770 | $8,216-78.5% | $7,897-77.6% | $6,407-72.4% |
| Admin fee / account holder | $341 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |