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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 | $4,547 | $185,312-97.5% | $161,489-97.2% | $154,746-97.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 19.56% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,286 | $4,769-73.0% | $4,268-69.9% | $4,379-70.6% |
| Participant deferral / active EE | $1,520 | $6,350-76.1% | $5,630-73.0% | $6,730-77.4% |
| Admin fee / account holder | $1,352 | $18,654-92.8% | $16,006-91.6% | $14,365-90.6% |