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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 | $4,879 | $208,088-97.7% | $186,193-97.4% | $154,746-96.8% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 11.27% | 89.97%-78.7pp | 78.03%-66.8pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,218 | $4,340-71.9% | $3,918-68.9% | $4,379-72.2% |
| Participant deferral / active EE | $1,218 | $7,078-82.8% | $6,513-81.3% | $6,730-81.9% |
| Admin fee / account holder | $3,092 | $11,698-73.6% | $11,058-72.0% | $14,365-78.5% |