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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 | $185,312-96.9% | $161,489-96.4% | $154,746-96.3% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.7%-5.4pp | 80.7%-7.4pp |
| Annual return | 31.32% | 103.84%-72.5pp | 89.72%-58.4pp | 172.34%-141.0pp |
| Employer contribution / active EE | $4,841 | $4,769+1.5% | $4,268+13.4% | $4,379+10.5% |
| Participant deferral / active EE | $618 | $6,350-90.3% | $5,630-89.0% | $6,730-90.8% |
| Admin fee / account holder | $1,213 | $18,654-93.5% | $16,006-92.4% | $14,365-91.6% |