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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 | $5,167 | $139,948-96.3% | $121,663-95.8% | $154,746-96.7% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.5%-3.1pp | 80.7%-9.3pp |
| Annual return | 14.41% | 230.52%-216.1pp | 147.54%-133.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $866 | $3,521-75.4% | $3,020-71.3% | $4,379-80.2% |
| Participant deferral / active EE | $1,219 | $5,629-78.3% | $4,887-75.0% | $6,730-81.9% |
| Admin fee / account holder | $1,846 | $17,321-89.3% | $14,289-87.1% | $14,365-87.2% |