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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 | $8,747 | $155,555-94.4% | $146,866-94.0% | $155,188-94.4% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.5%+10.8pp | 80.8%+12.5pp |
| Annual return | 13.83% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $896 | $4,647-80.7% | $4,425-79.7% | $4,248-78.9% |
| Participant deferral / active EE | $1,422 | $8,044-82.3% | $7,759-81.7% | $6,531-78.2% |
| Admin fee / account holder | $1,902 | $14,755-87.1% | $13,620-86.0% | $14,480-86.9% |