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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 | $3,081 | $148,623-97.9% | $135,974-97.7% | $139,466-97.8% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 27.45% | 79.30%-51.8pp | 68.30%-40.9pp | 373.66%-346.2pp |
| Employer contribution / active EE | $1,570 | $5,246-70.1% | $4,859-67.7% | $4,754-67.0% |
| Participant deferral / active EE | $1,701 | $8,103-79.0% | $7,760-78.1% | $6,712-74.7% |
| Admin fee / account holder | $337 | $12,406-97.3% | $10,767-96.9% | $11,409-97.0% |