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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 | $185,312-97.3% | $161,489-96.9% | $154,746-96.7% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 25.65% | 103.84%-78.2pp | 89.72%-64.1pp | 172.34%-146.7pp |
| Employer contribution / active EE | $1,203 | $4,769-74.8% | $4,268-71.8% | $4,379-72.5% |
| Participant deferral / active EE | $1,536 | $6,350-75.8% | $5,630-72.7% | $6,730-77.2% |
| Admin fee / account holder | $370 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |