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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 | $4,582 | $176,105-97.4% | $159,474-97.1% | $167,536-97.3% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 22.07% | 331.91%-309.8pp | 263.68%-241.6pp | 478.82%-456.7pp |
| Employer contribution / active EE | $981 | $5,299-81.5% | $4,831-79.7% | $4,839-79.7% |
| Participant deferral / active EE | $1,556 | $7,751-79.9% | $7,353-78.8% | $6,342-75.5% |
| Admin fee / account holder | $736 | $12,559-94.1% | $10,802-93.2% | $12,315-94.0% |