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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 | $4,178 | $103,164-96.0% | $90,259-95.4% | $154,746-97.3% |
| Participation rate | 85.7% | 76.1%+9.6pp | 70.7%+15.0pp | 80.7%+5.0pp |
| Annual return | 19.26% | 19.25%0pp | 18.88%+0.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,360 | $2,532-46.3% | $2,291-40.6% | $4,379-68.9% |
| Participant deferral / active EE | $294 | $4,422-93.4% | $3,827-92.3% | $6,730-95.6% |
| Admin fee / account holder | $351 | $8,593-95.9% | $7,267-95.2% | $14,365-97.6% |