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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 | $212,386-97.5% | $199,883-97.3% | $138,895-96.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 28.10% | 47.75%-19.6pp | 43.81%-15.7pp | 145.39%-117.3pp |
| Employer contribution / active EE | $1,641 | $6,625-75.2% | $6,261-73.8% | $4,194-60.9% |
| Participant deferral / active EE | $2,550 | $9,617-73.5% | $9,138-72.1% | $6,396-60.1% |
| Admin fee / account holder | $3,568 | $18,233-80.4% | $17,268-79.3% | $12,562-71.6% |