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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 | $134,817-96.9% | $123,973-96.6% | $155,188-97.3% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.7%+12.2pp | 80.8%+8.1pp |
| Annual return | 22.08% | 515.49%-493.4pp | 388.13%-366.0pp | 148.84%-126.8pp |
| Employer contribution / active EE | $1,151 | $4,425-74.0% | $4,126-72.1% | $4,248-72.9% |
| Participant deferral / active EE | $1,201 | $5,706-79.0% | $5,247-77.1% | $6,531-81.6% |
| Admin fee / account holder | $326 | $13,245-97.5% | $11,799-97.2% | $14,480-97.7% |