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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 | $4,424 | $154,228-97.1% | $145,433-97.0% | $137,256-96.8% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 18.25% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,218 | $4,804-74.7% | $4,554-73.3% | $4,156-70.7% |
| Participant deferral / active EE | $1,948 | $8,216-76.3% | $7,897-75.3% | $6,407-69.6% |
| Admin fee / account holder | $618 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |