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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 | $172,111-97.2% | $150,298-96.8% | $137,256-96.5% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 22.10% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,068 | $4,636-77.0% | $4,154-74.3% | $4,156-74.3% |
| Participant deferral / active EE | $1,338 | $6,166-78.3% | $5,453-75.5% | $6,407-79.1% |
| Admin fee / account holder | $424 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |