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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 | $154,228-97.4% | $145,433-97.2% | $137,256-97.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 22.13% | 74.59%-52.5pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,458 | $4,804-69.7% | $4,554-68.0% | $4,156-64.9% |
| Participant deferral / active EE | $1,718 | $8,216-79.1% | $7,897-78.2% | $6,407-73.2% |
| Admin fee / account holder | $4,645 | $14,344-67.6% | $13,129-64.6% | $12,270-62.1% |