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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 | $4,507 | $174,379-97.4% | $152,093-97.0% | $138,895-96.8% |
| Participation rate | 87.0% | 81.6%+5.3pp | 77.8%+9.2pp | 79.9%+7.0pp |
| Annual return | 34.46% | 74.86%-40.4pp | 66.36%-31.9pp | 145.39%-110.9pp |
| Employer contribution / active EE | $1,389 | $4,652-70.1% | $4,175-66.7% | $4,194-66.9% |
| Participant deferral / active EE | $1,576 | $6,159-74.4% | $5,451-71.1% | $6,396-75.4% |
| Admin fee / account holder | $1,148 | $16,880-93.2% | $14,497-92.1% | $12,562-90.9% |