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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 | $162,136-97.5% | $152,301-97.4% | $154,746-97.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 22.13% | 91.02%-68.9pp | 80.50%-58.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,458 | $4,890-70.2% | $4,624-68.5% | $4,379-66.7% |
| Participant deferral / active EE | $1,718 | $8,341-79.4% | $8,004-78.5% | $6,730-74.5% |
| Admin fee / account holder | $4,645 | $15,759-70.5% | $14,398-67.7% | $14,365-67.7% |