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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 | $4,184 | $156,398-97.3% | $147,318-97.2% | $138,895-97.0% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 22.87% | 78.75%-55.9pp | 70.43%-47.6pp | 145.39%-122.5pp |
| Employer contribution / active EE | $1,321 | $4,853-72.8% | $4,593-71.2% | $4,194-68.5% |
| Participant deferral / active EE | $1,370 | $8,237-83.4% | $7,906-82.7% | $6,396-78.6% |
| Admin fee / account holder | $415 | $14,976-97.2% | $13,708-97.0% | $12,562-96.7% |