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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 | $4,178 | $181,062-97.7% | $158,223-97.4% | $155,188-97.3% |
| Participation rate | 77.3% | 82.7%-5.4pp | 79.2%-1.9pp | 80.8%-3.5pp |
| Annual return | 15.70% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $972 | $4,565-78.7% | $4,109-76.3% | $4,248-77.1% |
| Participant deferral / active EE | $1,366 | $6,134-77.7% | $5,467-75.0% | $6,531-79.1% |
| Admin fee / account holder | $1,182 | $18,825-93.7% | $16,047-92.6% | $14,480-91.8% |