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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 | $97,289-94.7% | $92,805-94.5% | $155,188-96.7% |
| Participation rate | 95.5% | 84.2%+11.3pp | 83.5%+11.9pp | 80.8%+14.7pp |
| Annual return | 18.54% | 29.03%-10.5pp | 31.59%-13.0pp | 148.84%-130.3pp |
| Employer contribution / active EE | $973 | $3,632-73.2% | $3,424-71.6% | $4,248-77.1% |
| Participant deferral / active EE | $1,003 | $8,795-88.6% | $8,448-88.1% | $6,531-84.6% |
| Admin fee / account holder | $1,453 | $12,015-87.9% | $10,911-86.7% | $14,480-90.0% |