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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 | $7,538 | $162,136-95.4% | $152,301-95.1% | $154,746-95.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 18.77% | 91.02%-72.3pp | 80.50%-61.7pp | 172.34%-153.6pp |
| Employer contribution / active EE | $995 | $4,890-79.7% | $4,624-78.5% | $4,379-77.3% |
| Participant deferral / active EE | $2,337 | $8,341-72.0% | $8,004-70.8% | $6,730-65.3% |
| Admin fee / account holder | $589 | $15,759-96.3% | $14,398-95.9% | $14,365-95.9% |