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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 | $181,062-98.5% | $158,223-98.3% | $155,188-98.2% |
| Participation rate | 93.8% | 82.7%+11.1pp | 79.2%+14.5pp | 80.8%+12.9pp |
| Annual return | 22.16% | 57.39%-35.2pp | 52.09%-29.9pp | 148.84%-126.7pp |
| Employer contribution / active EE | $922 | $4,565-79.8% | $4,109-77.6% | $4,248-78.3% |
| Participant deferral / active EE | $966 | $6,134-84.2% | $5,467-82.3% | $6,531-85.2% |
| Admin fee / account holder | $632 | $18,825-96.6% | $16,047-96.1% | $14,480-95.6% |