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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 | $126,661-96.1% | $113,397-95.7% | $138,895-96.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 23.96% | 25.05%-1.1pp | 23.20%+0.8pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,497 | $3,456-56.7% | $2,977-49.7% | $4,194-64.3% |
| Participant deferral / active EE | $1,593 | $5,693-72.0% | $5,076-68.6% | $6,396-75.1% |
| Admin fee / account holder | $412 | $14,549-97.2% | $11,957-96.6% | $12,562-96.7% |