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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 | $4,980 | $165,399-97.0% | $149,745-96.7% | $158,982-96.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 36.50% | 348.34%-311.8pp | 276.72%-240.2pp | 302.99%-266.5pp |
| Employer contribution / active EE | $1,090 | $5,105-78.6% | $4,646-76.5% | $4,763-77.1% |
| Participant deferral / active EE | $2,083 | $7,183-71.0% | $6,843-69.6% | $5,983-65.2% |
| Admin fee / account holder | $983 | $10,811-90.9% | $9,312-89.4% | $11,252-91.3% |