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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 | $4,687 | $129,737-96.4% | $119,126-96.1% | $154,746-97.0% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 13.47% | 379.08%-365.6pp | 282.11%-268.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,093 | $4,375-75.0% | $4,034-72.9% | $4,379-75.0% |
| Participant deferral / active EE | $1,204 | $5,842-79.4% | $5,318-77.4% | $6,730-82.1% |
| Admin fee / account holder | $1,235 | $11,961-89.7% | $10,693-88.5% | $14,365-91.4% |