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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 | $4,984 | $157,276-96.8% | $141,177-96.5% | $152,885-96.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 15.34% | 64.33%-49.0pp | 71.40%-56.1pp | 345.39%-330.0pp |
| Employer contribution / active EE | $1,070 | $5,262-79.7% | $4,736-77.4% | $4,763-77.5% |
| Participant deferral / active EE | $1,560 | $7,110-78.1% | $6,710-76.8% | $5,851-73.3% |
| Admin fee / account holder | $1,428 | $12,123-88.2% | $10,263-86.1% | $11,598-87.7% |