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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 | $2,534 | $174,379-98.5% | $152,093-98.3% | $138,895-98.2% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 24.62% | 74.86%-50.2pp | 66.36%-41.7pp | 145.39%-120.8pp |
| Employer contribution / active EE | $1,144 | $4,652-75.4% | $4,175-72.6% | $4,194-72.7% |
| Participant deferral / active EE | $1,595 | $6,159-74.1% | $5,451-70.7% | $6,396-75.1% |
| Admin fee / account holder | $435 | $16,880-97.4% | $14,497-97.0% | $12,562-96.5% |