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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 | $5,775 | $172,111-96.6% | $150,298-96.2% | $137,256-95.8% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 31.32% | 69.37%-38.1pp | 62.79%-31.5pp | 220.34%-189.0pp |
| Employer contribution / active EE | $4,841 | $4,636+4.4% | $4,154+16.5% | $4,156+16.5% |
| Participant deferral / active EE | $618 | $6,166-90.0% | $5,453-88.7% | $6,407-90.4% |
| Admin fee / account holder | $1,213 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |