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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 | $4,605 | $126,661-96.4% | $113,397-95.9% | $138,895-96.7% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.5%+10.2pp | 79.9%+6.7pp |
| Annual return | 19.14% | 25.05%-5.9pp | 23.20%-4.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,005 | $3,456-70.9% | $2,977-66.3% | $4,194-76.0% |
| Participant deferral / active EE | $1,301 | $5,693-77.1% | $5,076-74.4% | $6,396-79.7% |
| Admin fee / account holder | $1,222 | $14,549-91.6% | $11,957-89.8% | $12,562-90.3% |