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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 | $138,312-95.6% | $122,979-95.0% | $155,188-96.0% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 18.87% | 22.06%-3.2pp | 20.12%-1.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $905 | $3,530-74.4% | $3,062-70.4% | $4,248-78.7% |
| Participant deferral / active EE | $1,248 | $5,592-77.7% | $5,003-75.1% | $6,531-80.9% |
| Admin fee / account holder | $1,814 | $15,089-88.0% | $12,864-85.9% | $14,480-87.5% |