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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 | $185,312-98.1% | $161,489-97.8% | $154,746-97.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 34.46% | 103.84%-69.4pp | 89.72%-55.3pp | 172.34%-137.9pp |
| Employer contribution / active EE | $1,128 | $4,769-76.4% | $4,268-73.6% | $4,379-74.3% |
| Participant deferral / active EE | $1,294 | $6,350-79.6% | $5,630-77.0% | $6,730-80.8% |
| Admin fee / account holder | $851 | $18,654-95.4% | $16,006-94.7% | $14,365-94.1% |