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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 | $2,122 | $124,330-98.3% | $109,173-98.1% | $167,536-98.7% |
| Participation rate | 78.6% | 79.5%-0.9pp | 75.9%+2.7pp | 82.1%-3.5pp |
| Annual return | 26.93% | 26.04%+0.9pp | 25.75%+1.2pp | 478.82%-451.9pp |
| Employer contribution / active EE | $1,113 | $4,209-73.5% | $3,723-70.1% | $4,839-77.0% |
| Participant deferral / active EE | $1,193 | $5,256-77.3% | $4,654-74.4% | $6,342-81.2% |
| Admin fee / account holder | $574 | $7,974-92.8% | $6,755-91.5% | $12,315-95.3% |