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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 | $4,204 | $114,119-96.3% | $107,187-96.1% | $138,895-97.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 22.08% | 273.21%-251.1pp | 204.55%-182.5pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,151 | $4,059-71.6% | $3,782-69.6% | $4,194-72.6% |
| Participant deferral / active EE | $1,201 | $5,538-78.3% | $5,096-76.4% | $6,396-81.2% |
| Admin fee / account holder | $326 | $10,024-96.7% | $9,162-96.4% | $12,562-97.4% |