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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 | $2,607 | $180,749-98.6% | $160,784-98.4% | $137,256-98.1% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 23.65% | 2234.46%-2210.8pp | 1803.92%-1780.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $803 | $4,155-80.7% | $3,733-78.5% | $4,156-80.7% |
| Participant deferral / active EE | $1,012 | $6,844-85.2% | $6,293-83.9% | $6,407-84.2% |
| Admin fee / account holder | $1,189 | $10,397-88.6% | $9,717-87.8% | $12,270-90.3% |