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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 | $3,552 | $181,062-98.0% | $158,223-97.8% | $155,188-97.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 34.46% | 57.39%-22.9pp | 52.09%-17.6pp | 148.84%-114.4pp |
| Employer contribution / active EE | $1,128 | $4,565-75.3% | $4,109-72.6% | $4,248-73.5% |
| Participant deferral / active EE | $1,294 | $6,134-78.9% | $5,467-76.3% | $6,531-80.2% |
| Admin fee / account holder | $851 | $18,825-95.5% | $16,047-94.7% | $14,480-94.1% |