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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 | $5,409 | $209,336-97.4% | $197,124-97.3% | $137,256-96.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 28.10% | 48.09%-20.0pp | 44.34%-16.2pp | 220.34%-192.2pp |
| Employer contribution / active EE | $1,641 | $6,591-75.1% | $6,227-73.7% | $4,156-60.5% |
| Participant deferral / active EE | $2,550 | $9,614-73.5% | $9,135-72.1% | $6,407-60.2% |
| Admin fee / account holder | $3,568 | $17,308-79.4% | $16,298-78.1% | $12,270-70.9% |