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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 | $132,634-96.1% | $115,768-95.5% | $137,256-96.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 14.41% | 160.70%-146.3pp | 100.46%-86.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $866 | $3,360-74.2% | $2,940-70.5% | $4,156-79.2% |
| Participant deferral / active EE | $1,219 | $5,619-78.3% | $4,917-75.2% | $6,407-81.0% |
| Admin fee / account holder | $1,846 | $15,028-87.7% | $12,439-85.2% | $12,270-85.0% |