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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 | $2,656 | $148,629-98.2% | $135,982-98.0% | $139,487-98.1% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 20.54% | 79.33%-58.8pp | 68.32%-47.8pp | 373.84%-353.3pp |
| Employer contribution / active EE | $1,013 | $5,247-80.7% | $4,859-79.1% | $4,755-78.7% |
| Participant deferral / active EE | $1,111 | $8,102-86.3% | $7,760-85.7% | $6,713-83.4% |
| Admin fee / account holder | $467 | $12,406-96.2% | $10,767-95.7% | $11,407-95.9% |