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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 | $3,913 | $185,312-97.9% | $161,489-97.6% | $154,746-97.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 33.20% | 103.84%-70.6pp | 89.72%-56.5pp | 172.34%-139.1pp |
| Employer contribution / active EE | $1,254 | $4,769-73.7% | $4,268-70.6% | $4,379-71.4% |
| Participant deferral / active EE | $783 | $6,350-87.7% | $5,630-86.1% | $6,730-88.4% |
| Admin fee / account holder | $313 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |