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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 | $5,340 | $154,228-96.5% | $145,433-96.3% | $137,256-96.1% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 22.11% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,058 | $4,804-57.2% | $4,554-54.8% | $4,156-50.5% |
| Participant deferral / active EE | $421 | $8,216-94.9% | $7,897-94.7% | $6,407-93.4% |
| Admin fee / account holder | $374 | $14,344-97.4% | $13,129-97.2% | $12,270-97.0% |