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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 | $5,015 | $110,307-95.5% | $96,576-94.8% | $139,456-96.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 25.45% | 26.40%-0.9pp | 25.87%-0.4pp | 373.45%-348.0pp |
| Employer contribution / active EE | $1,260 | $3,619-65.2% | $2,965-57.5% | $4,753-73.5% |
| Participant deferral / active EE | $1,545 | $5,547-72.1% | $4,851-68.2% | $6,711-77.0% |
| Admin fee / account holder | $551 | $11,597-95.3% | $8,253-93.3% | $11,407-95.2% |