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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 | $4,560 | $100,970-95.5% | $96,576-95.3% | $137,256-96.7% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 22.38% | 38.16%-15.8pp | 38.47%-16.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,544 | $3,809-59.5% | $3,553-56.6% | $4,156-62.9% |
| Participant deferral / active EE | $1,930 | $8,286-76.7% | $7,956-75.7% | $6,407-69.9% |
| Admin fee / account holder | $764 | $11,312-93.2% | $11,381-93.3% | $12,270-93.8% |