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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 | $8,652 | $162,136-94.7% | $152,301-94.3% | $154,746-94.4% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 25.30% | 91.02%-65.7pp | 80.50%-55.2pp | 172.34%-147.0pp |
| Employer contribution / active EE | $1,623 | $4,890-66.8% | $4,624-64.9% | $4,379-62.9% |
| Participant deferral / active EE | $2,246 | $8,341-73.1% | $8,004-71.9% | $6,730-66.6% |
| Admin fee / account holder | $573 | $15,759-96.4% | $14,398-96.0% | $14,365-96.0% |