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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 | $4,560 | $155,555-97.1% | $146,866-96.9% | $155,188-97.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 19.94% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $823 | $4,647-82.3% | $4,425-81.4% | $4,248-80.6% |
| Participant deferral / active EE | $1,514 | $8,044-81.2% | $7,759-80.5% | $6,531-76.8% |
| Admin fee / account holder | $672 | $14,755-95.4% | $13,620-95.1% | $14,480-95.4% |