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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 | $5,530 | $185,312-97.0% | $161,489-96.6% | $154,746-96.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 24.44% | 103.84%-79.4pp | 89.72%-65.3pp | 172.34%-147.9pp |
| Employer contribution / active EE | $1,204 | $4,769-74.8% | $4,268-71.8% | $4,379-72.5% |
| Participant deferral / active EE | $1,204 | $6,350-81.0% | $5,630-78.6% | $6,730-82.1% |
| Admin fee / account holder | $1,850 | $18,654-90.1% | $16,006-88.4% | $14,365-87.1% |