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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 | $5,134 | $107,666-95.2% | $102,184-95.0% | $154,746-96.7% |
| Participation rate | 95.5% | 83.7%+11.7pp | 82.6%+12.9pp | 80.7%+14.8pp |
| Annual return | 18.54% | 29.33%-10.8pp | 31.58%-13.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $973 | $3,846-74.7% | $3,594-72.9% | $4,379-77.8% |
| Participant deferral / active EE | $1,003 | $8,719-88.5% | $8,309-87.9% | $6,730-85.1% |
| Admin fee / account holder | $1,453 | $12,943-88.8% | $11,609-87.5% | $14,365-89.9% |