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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 | $4,926 | $138,312-96.4% | $122,979-96.0% | $155,188-96.8% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 23.96% | 22.06%+1.9pp | 20.12%+3.8pp | 148.84%-124.9pp |
| Employer contribution / active EE | $1,497 | $3,530-57.6% | $3,062-51.1% | $4,248-64.8% |
| Participant deferral / active EE | $1,593 | $5,592-71.5% | $5,003-68.2% | $6,531-75.6% |
| Admin fee / account holder | $412 | $15,089-97.3% | $12,864-96.8% | $14,480-97.2% |