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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 | $4,807 | $171,930-97.2% | $151,266-96.8% | $154,746-96.9% |
| Participation rate | 94.4% | 80.5%+13.9pp | 77.0%+17.5pp | 80.7%+13.7pp |
| Annual return | 26.38% | 242.03%-215.7pp | 180.60%-154.2pp | 172.34%-146.0pp |
| Employer contribution / active EE | $747 | $4,710-84.1% | $4,237-82.4% | $4,379-82.9% |
| Participant deferral / active EE | $1,562 | $8,191-80.9% | $7,337-78.7% | $6,730-76.8% |
| Admin fee / account holder | $445 | $15,803-97.2% | $13,159-96.6% | $14,365-96.9% |