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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 | $5,002 | $185,312-97.3% | $161,489-96.9% | $154,746-96.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 17.68% | 103.84%-86.2pp | 89.72%-72.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,107 | $4,769-76.8% | $4,268-74.1% | $4,379-74.7% |
| Participant deferral / active EE | $1,430 | $6,350-77.5% | $5,630-74.6% | $6,730-78.7% |
| Admin fee / account holder | $1,601 | $18,654-91.4% | $16,006-90.0% | $14,365-88.9% |