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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 | $4,741 | $185,312-97.4% | $161,489-97.1% | $154,746-96.9% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.7%-5.4pp | 80.7%-7.4pp |
| Annual return | 22.10% | 103.84%-81.7pp | 89.72%-67.6pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,068 | $4,769-77.6% | $4,268-75.0% | $4,379-75.6% |
| Participant deferral / active EE | $1,338 | $6,350-78.9% | $5,630-76.2% | $6,730-80.1% |
| Admin fee / account holder | $424 | $18,654-97.7% | $16,006-97.4% | $14,365-97.0% |