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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 | $3,296 | $185,312-98.2% | $161,489-98.0% | $154,746-97.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 19.16% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,051 | $4,769-78.0% | $4,268-75.4% | $4,379-76.0% |
| Participant deferral / active EE | $1,455 | $6,350-77.1% | $5,630-74.2% | $6,730-78.4% |
| Admin fee / account holder | $1,404 | $18,654-92.5% | $16,006-91.2% | $14,365-90.2% |