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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 | $156,398-97.2% | $147,318-97.0% | $138,895-96.8% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 18.25% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,218 | $4,853-74.9% | $4,593-73.5% | $4,194-71.0% |
| Participant deferral / active EE | $1,948 | $8,237-76.3% | $7,906-75.4% | $6,396-69.5% |
| Admin fee / account holder | $618 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |