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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 | $3,040 | $172,111-98.2% | $150,298-98.0% | $137,256-97.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 24.33% | 69.37%-45.0pp | 62.79%-38.5pp | 220.34%-196.0pp |
| Employer contribution / active EE | $854 | $4,636-81.6% | $4,154-79.4% | $4,156-79.5% |
| Participant deferral / active EE | $1,281 | $6,166-79.2% | $5,453-76.5% | $6,407-80.0% |
| Admin fee / account holder | $1,455 | $16,471-91.2% | $14,116-89.7% | $12,270-88.1% |