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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 | $5,076 | $172,111-97.1% | $150,298-96.6% | $137,256-96.3% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 25.65% | 69.37%-43.7pp | 62.79%-37.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,203 | $4,636-74.0% | $4,154-71.0% | $4,156-71.0% |
| Participant deferral / active EE | $1,536 | $6,166-75.1% | $5,453-71.8% | $6,407-76.0% |
| Admin fee / account holder | $370 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |