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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 | $3,858 | $183,516-97.9% | $155,534-97.5% | $145,884-97.4% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 19.44% | 61.43%-42.0pp | 64.92%-45.5pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,863 | $5,315-65.0% | $4,675-60.2% | $4,662-60.0% |
| Participant deferral / active EE | $1,528 | $6,467-76.4% | $5,630-72.9% | $6,690-77.2% |
| Admin fee / account holder | $2,136 | $19,293-88.9% | $15,900-86.6% | $13,392-84.1% |