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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 | $5,752 | $162,136-96.5% | $152,301-96.2% | $154,746-96.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 25.34% | 91.02%-65.7pp | 80.50%-55.2pp | 172.34%-147.0pp |
| Employer contribution / active EE | $1,403 | $4,890-71.3% | $4,624-69.7% | $4,379-68.0% |
| Participant deferral / active EE | $2,075 | $8,341-75.1% | $8,004-74.1% | $6,730-69.2% |
| Admin fee / account holder | $315 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |