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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 | $181,062-94.7% | $158,223-94.0% | $155,188-93.9% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 21.27% | 57.39%-36.1pp | 52.09%-30.8pp | 148.84%-127.6pp |
| Employer contribution / active EE | $1,452 | $4,565-68.2% | $4,109-64.7% | $4,248-65.8% |
| Participant deferral / active EE | $1,601 | $6,134-73.9% | $5,467-70.7% | $6,531-75.5% |
| Admin fee / account holder | $478 | $18,825-97.5% | $16,047-97.0% | $14,480-96.7% |