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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 | $3,157 | $114,013-97.2% | $103,693-97.0% | $155,188-98.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | 16.38% | 49.31%-32.9pp | 47.61%-31.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $680 | $3,131-78.3% | $2,920-76.7% | $4,248-84.0% |
| Participant deferral / active EE | $977 | $4,970-80.3% | $4,579-78.7% | $6,531-85.0% |
| Admin fee / account holder | $1,141 | $8,407-86.4% | $7,858-85.5% | $14,480-92.1% |