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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 | $5,455 | $180,749-97.0% | $160,784-96.6% | $137,256-96.0% |
| Participation rate | 88.2% | 80.0%+8.3pp | 77.0%+11.3pp | 80.0%+8.3pp |
| Annual return | 12.28% | 2234.46%-2222.2pp | 1803.92%-1791.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $751 | $4,155-81.9% | $3,733-79.9% | $4,156-81.9% |
| Participant deferral / active EE | $899 | $6,844-86.9% | $6,293-85.7% | $6,407-86.0% |
| Admin fee / account holder | $6,231 | $10,397-40.1% | $9,717-35.9% | $12,270-49.2% |