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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 | $162,136-97.3% | $152,301-97.1% | $154,746-97.1% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 18.25% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,218 | $4,890-75.1% | $4,624-73.7% | $4,379-72.2% |
| Participant deferral / active EE | $1,948 | $8,341-76.6% | $8,004-75.7% | $6,730-71.1% |
| Admin fee / account holder | $618 | $15,759-96.1% | $14,398-95.7% | $14,365-95.7% |