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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 | $4,482 | $183,627-97.6% | $155,602-97.1% | $145,978-96.9% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 13.91% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,070 | $5,316-79.9% | $4,675-77.1% | $4,662-77.0% |
| Participant deferral / active EE | $1,363 | $6,466-78.9% | $5,629-75.8% | $6,690-79.6% |
| Admin fee / account holder | $1,082 | $19,327-94.4% | $15,923-93.2% | $13,400-91.9% |