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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 | $5,194 | $156,398-96.7% | $147,318-96.5% | $138,895-96.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 23.10% | 78.75%-55.6pp | 70.43%-47.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,302 | $8,237-72.1% | $7,906-70.9% | $6,396-64.0% |
| Admin fee / account holder | $4,378 | $14,976-70.8% | $13,708-68.1% | $12,562-65.1% |