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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 | $5,773 | $172,111-96.6% | $150,298-96.2% | $137,256-95.8% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 17.60% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $890 | $4,636-80.8% | $4,154-78.6% | $4,156-78.6% |
| Participant deferral / active EE | $1,401 | $6,166-77.3% | $5,453-74.3% | $6,407-78.1% |
| Admin fee / account holder | $2,296 | $16,471-86.1% | $14,116-83.7% | $12,270-81.3% |