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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 | $4,025 | $155,555-97.4% | $146,866-97.3% | $155,188-97.4% |
| Participation rate | 94.1% | 84.0%+10.2pp | 82.5%+11.6pp | 80.8%+13.3pp |
| Annual return | 23.81% | 115.41%-91.6pp | 102.85%-79.0pp | 148.84%-125.0pp |
| Employer contribution / active EE | $1,381 | $4,647-70.3% | $4,425-68.8% | $4,248-67.5% |
| Participant deferral / active EE | $1,735 | $8,044-78.4% | $7,759-77.6% | $6,531-73.4% |
| Admin fee / account holder | $623 | $14,755-95.8% | $13,620-95.4% | $14,480-95.7% |