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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 | $1,705 | $124,425-98.6% | $112,040-98.5% | $137,256-98.8% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 23.36% | 24.72%-1.4pp | 24.52%-1.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $938 | $3,411-72.5% | $2,954-68.3% | $4,156-77.4% |
| Participant deferral / active EE | $1,176 | $5,718-79.4% | $5,098-76.9% | $6,407-81.6% |
| Admin fee / account holder | $639 | $15,207-95.8% | $12,098-94.7% | $12,270-94.8% |