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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 | $6,132 | $126,661-95.2% | $113,397-94.6% | $138,895-95.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 18.87% | 25.05%-6.2pp | 23.20%-4.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $905 | $3,456-73.8% | $2,977-69.6% | $4,194-78.4% |
| Participant deferral / active EE | $1,248 | $5,693-78.1% | $5,076-75.4% | $6,396-80.5% |
| Admin fee / account holder | $1,814 | $14,549-87.5% | $11,957-84.8% | $12,562-85.6% |