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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 | $9,520 | $185,312-94.9% | $161,489-94.1% | $154,746-93.8% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 21.27% | 103.84%-82.6pp | 89.72%-68.4pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,452 | $4,769-69.6% | $4,268-66.0% | $4,379-66.9% |
| Participant deferral / active EE | $1,601 | $6,350-74.8% | $5,630-71.6% | $6,730-76.2% |
| Admin fee / account holder | $478 | $18,654-97.4% | $16,006-97.0% | $14,365-96.7% |