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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 | $2,762 | $174,379-98.4% | $152,093-98.2% | $138,895-98.0% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 22.16% | 74.86%-52.7pp | 66.36%-44.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $922 | $4,652-80.2% | $4,175-77.9% | $4,194-78.0% |
| Participant deferral / active EE | $966 | $6,159-84.3% | $5,451-82.3% | $6,396-84.9% |
| Admin fee / account holder | $632 | $16,880-96.3% | $14,497-95.6% | $12,562-95.0% |