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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 | $2,804 | $154,228-98.2% | $145,433-98.1% | $137,256-98.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 17.32% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,330 | $4,804-72.3% | $4,554-70.8% | $4,156-68.0% |
| Participant deferral / active EE | $1,932 | $8,216-76.5% | $7,897-75.5% | $6,407-69.8% |
| Admin fee / account holder | $4,152 | $14,344-71.1% | $13,129-68.4% | $12,270-66.2% |