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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 | $4,024 | $196,972-98.0% | $182,262-97.8% | $198,609-98.0% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 22.13% | 158.27%-136.1pp | 140.60%-118.5pp | 202.70%-180.6pp |
| Employer contribution / active EE | $1,458 | $5,364-72.8% | $5,046-71.1% | $5,055-71.2% |
| Participant deferral / active EE | $1,718 | $8,643-80.1% | $8,276-79.2% | $6,977-75.4% |
| Admin fee / account holder | $4,645 | $18,429-74.8% | $16,712-72.2% | $19,030-75.6% |