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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 | $3,274 | $185,312-98.2% | $161,489-98.0% | $154,746-97.9% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 144.13% | 103.84%+40.3pp | 89.72%+54.4pp | 172.34%-28.2pp |
| Employer contribution / active EE | $1,127 | $4,769-76.4% | $4,268-73.6% | $4,379-74.3% |
| Participant deferral / active EE | $1,285 | $6,350-79.8% | $5,630-77.2% | $6,730-80.9% |
| Admin fee / account holder | $1,860 | $18,654-90.0% | $16,006-88.4% | $14,365-87.1% |