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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 | $4,428 | $157,296-97.2% | $141,191-96.9% | $152,897-97.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 34.08% | 64.34%-30.3pp | 71.41%-37.3pp | 345.43%-311.3pp |
| Employer contribution / active EE | $1,859 | $5,262-64.7% | $4,736-60.7% | $4,764-61.0% |
| Participant deferral / active EE | $2,134 | $7,111-70.0% | $6,710-68.2% | $5,851-63.5% |
| Admin fee / account holder | $627 | $12,125-94.8% | $10,264-93.9% | $11,599-94.6% |