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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 | $5,061 | $181,062-97.2% | $158,223-96.8% | $155,188-96.7% |
| Participation rate | 79.2% | 82.7%-3.5pp | 79.2%0pp | 80.8%-1.6pp |
| Annual return | 26.17% | 57.39%-31.2pp | 52.09%-25.9pp | 148.84%-122.7pp |
| Employer contribution / active EE | $992 | $4,565-78.3% | $4,109-75.9% | $4,248-76.7% |
| Participant deferral / active EE | $1,811 | $6,134-70.5% | $5,467-66.9% | $6,531-72.3% |
| Admin fee / account holder | $396 | $18,825-97.9% | $16,047-97.5% | $14,480-97.3% |